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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 | $104,206 | $72,486+43.8% | $87,103+19.6% | $72,976+42.8% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 21.22% | 24.46%-3.2pp | 28.19%-7.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $326 | $1,894-82.8% | $2,521-87.1% | $2,440-86.7% |
| Participant deferral / active EE | $4,109 | $3,270+25.7% | $4,049+1.5% | $3,608+13.9% |
| Admin fee / account holder | $6,346 | $5,055+25.6% | $7,491-15.3% | $5,124+23.9% |