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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 | $86,938+53.2% | $102,423+30.0% | $80,925+64.6% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.7%-3.7pp |
| Annual return | 11.48% | 18.89%-7.4pp | 29.42%-17.9pp | 35.65%-24.2pp |
| Employer contribution / active EE | $424 | $2,369-82.1% | $3,023-86.0% | $2,756-84.6% |
| Participant deferral / active EE | $5,584 | $4,120+35.5% | $5,054+10.5% | $4,299+29.9% |
| Admin fee / account holder | $12,580 | $8,053+56.2% | $9,455+33.1% | $6,940+81.3% |