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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 | $165,646 | $83,485+98.4% | $125,180+32.3% | $72,983+127.0% |
| Participation rate | 55.2% | 73.3%-18.1pp | 79.8%-24.6pp | 69.5%-14.3pp |
| Annual return | 21.34% | 25.78%-4.4pp | 43.79%-22.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $481 | $2,346-79.5% | $3,866-87.6% | $2,440-80.3% |
| Participant deferral / active EE | $2,966 | $3,586-17.3% | $4,937-39.9% | $3,608-17.8% |
| Admin fee / account holder | $2,587 | $5,518-53.1% | $9,703-73.3% | $5,124-49.5% |