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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 | $143,368 | $72,486+97.8% | $87,103+64.6% | $72,976+96.5% |
| Participation rate | 54.2% | 72.8%-18.6pp | 76.9%-22.6pp | 69.5%-15.3pp |
| Annual return | 19.83% | 24.46%-4.6pp | 28.19%-8.4pp | 81.02%-61.2pp |
| Employer contribution / active EE | $286 | $1,894-84.9% | $2,521-88.7% | $2,440-88.3% |
| Participant deferral / active EE | $2,669 | $3,270-18.4% | $4,049-34.1% | $3,608-26.0% |
| Admin fee / account holder | $6,523 | $5,055+29.1% | $7,491-12.9% | $5,124+27.3% |