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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 | $129,940 | $86,949+49.4% | $102,460+26.8% | $80,959+60.5% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-21.0pp | 67.7%-12.1pp |
| Annual return | 16.01% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $342 | $2,370-85.6% | $3,025-88.7% | $2,757-87.6% |
| Participant deferral / active EE | $4,055 | $4,121-1.6% | $5,056-19.8% | $4,300-5.7% |
| Admin fee / account holder | $4,823 | $8,048-40.1% | $9,460-49.0% | $6,925-30.4% |