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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 | $138,486 | $123,000+12.6% | $105,582+31.2% | $198,609-30.3% |
| Participation rate | 63.2% | 76.8%-13.6pp | 71.8%-8.6pp | 82.4%-19.2pp |
| Annual return | 15.50% | 18.31%-2.8pp | 18.61%-3.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $486 | $3,582-86.4% | $2,984-83.7% | $5,055-90.4% |
| Participant deferral / active EE | $4,273 | $5,013-14.7% | $4,353-1.8% | $6,977-38.7% |
| Admin fee / account holder | $17,301 | $16,254+6.4% | $12,856+34.6% | $19,030-9.1% |