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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 | $110,181 | $91,559+20.3% | $133,978-17.8% | $79,856+38.0% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | 10.67% | 61.85%-51.2pp | 45.10%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $437 | $2,384-81.7% | $3,919-88.8% | $2,471-82.3% |
| Participant deferral / active EE | $4,333 | $3,734+16.0% | $5,047-14.2% | $3,741+15.8% |
| Admin fee / account holder | $7,464 | $6,321+18.1% | $8,930-16.4% | $5,306+40.7% |