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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 | $109,118 | $81,476+33.9% | $102,383+6.6% | $80,925+34.8% |
| Participation rate | 57.5% | 66.8%-9.3pp | 74.5%-17.0pp | 67.7%-10.2pp |
| Annual return | 16.45% | 25.59%-9.1pp | 24.94%-8.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $677 | $3,105-78.2% | $3,870-82.5% | $2,756-75.4% |
| Participant deferral / active EE | $4,516 | $3,871+16.7% | $5,060-10.7% | $4,299+5.1% |
| Admin fee / account holder | $8,955 | $6,717+33.3% | $8,391+6.7% | $6,940+29.0% |