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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 | $133,555 | $63,355+110.8% | $91,994+45.2% | $72,983+83.0% |
| Participation rate | 48.7% | 72.5%-23.8pp | 78.6%-29.9pp | 69.5%-20.8pp |
| Annual return | 22.25% | 35.35%-13.1pp | 69.03%-46.8pp | 81.01%-58.8pp |
| Employer contribution / active EE | $245 | $2,116-88.4% | $3,452-92.9% | $2,440-90.0% |
| Participant deferral / active EE | $2,197 | $4,883-55.0% | $5,923-62.9% | $3,608-39.1% |
| Admin fee / account holder | $1,682 | $4,668-64.0% | $7,743-78.3% | $5,124-67.2% |