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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,895 | $123,793+21.1% | $177,840-15.7% | $79,852+87.7% |
| Participation rate | 52.1% | 84.7%-32.6pp | 87.7%-35.7pp | 69.6%-17.6pp |
| Annual return | 31.66% | 22.82%+8.8pp | 48.32%-16.7pp | 31.72%-0.1pp |
| Employer contribution / active EE | $5 | $4,095-99.9% | $5,919-99.9% | $2,471-99.8% |
| Participant deferral / active EE | $5,051 | $5,956-15.2% | $7,714-34.5% | $3,740+35.0% |
| Admin fee / account holder | $5,505 | $7,243-24.0% | $12,431-55.7% | $5,306+3.7% |