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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 | $107,196 | $146,267-26.7% | $197,124-45.6% | $82,448+30.0% |
| Participation rate | 67.4% | 84.0%-16.6pp | 86.7%-19.3pp | 68.1%-0.6pp |
| Annual return | 13.79% | 29.61%-15.8pp | 44.34%-30.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,374 | $4,723-70.9% | $6,227-77.9% | $2,551-46.1% |
| Participant deferral / active EE | $4,592 | $7,035-34.7% | $9,135-49.7% | $4,139+10.9% |
| Admin fee / account holder | $11,042 | $14,422-23.4% | $16,298-32.3% | $7,234+52.6% |