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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 | $133,181 | $86,949+53.2% | $102,460+30.0% | $80,959+64.5% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.7%-3.7pp |
| Annual return | 11.48% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $424 | $2,370-82.1% | $3,025-86.0% | $2,757-84.6% |
| Participant deferral / active EE | $5,584 | $4,121+35.5% | $5,056+10.4% | $4,300+29.8% |
| Admin fee / account holder | $12,580 | $8,048+56.3% | $9,460+33.0% | $6,925+81.7% |