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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 | $212,008 | $97,550+117.3% | $120,344+76.2% | $87,485+142.3% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.7%-15.9pp | 68.9%-8.1pp |
| Annual return | 14.57% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.5pp |
| Employer contribution / active EE | $480 | $2,291-79.1% | $3,020-84.1% | $2,596-81.5% |
| Participant deferral / active EE | $4,937 | $4,230+16.7% | $5,135-3.9% | $4,274+15.5% |
| Admin fee / account holder | $8,953 | $9,543-6.2% | $12,742-29.7% | $7,775+15.2% |