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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 | $136,557 | $81,358+67.8% | $155,556-12.2% | $80,959+68.7% |
| Participation rate | 23.3% | 66.3%-42.9pp | 78.2%-54.9pp | 67.7%-44.3pp |
| Annual return | 12.53% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $268 | $3,106-91.4% | $4,675-94.3% | $2,757-90.3% |
| Participant deferral / active EE | $2,392 | $3,455-30.8% | $5,631-57.5% | $4,300-44.4% |
| Admin fee / account holder | $616 | $7,994-92.3% | $15,885-96.1% | $6,925-91.1% |