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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 | $148,692 | $105,200+41.3% | $159,474-6.8% | $85,847+73.2% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.8%-21.9pp | 69.3%-8.3pp |
| Annual return | 13.49% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $137 | $3,319-95.9% | $4,831-97.2% | $2,565-94.6% |
| Participant deferral / active EE | $4,960 | $5,946-16.6% | $7,353-32.6% | $3,952+25.5% |
| Admin fee / account holder | $13,921 | $6,934+100.8% | $10,802+28.9% | $6,261+122.4% |