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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 | $130,718 | $130,294+0.3% | $170,043-23.1% | $71,511+82.8% |
| Participation rate | 68.7% | 86.2%-17.5pp | 87.0%-18.3pp | 67.9%+0.8pp |
| Annual return | 26.22% | 20.36%+5.9pp | 53.40%-27.2pp | 28.86%-2.6pp |
| Employer contribution / active EE | $1,615 | $4,385-63.2% | $6,790-76.2% | $2,589-37.6% |
| Participant deferral / active EE | $5,379 | $6,928-22.4% | $10,410-48.3% | $4,291+25.4% |
| Admin fee / account holder | $3,197 | $966+230.9% | $12,824-75.1% | $1,588+101.3% |