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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 | $97,761 | $59,804+63.5% | $81,982+19.2% | $79,856+22.4% |
| Participation rate | 64.4% | 61.6%+2.8pp | 69.3%-4.9pp | 69.6%-5.3pp |
| Annual return | 14.49% | 17.56%-3.1pp | 41.31%-26.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $281 | $1,713-83.6% | $2,498-88.8% | $2,471-88.6% |
| Participant deferral / active EE | $4,976 | $2,695+84.6% | $3,722+33.7% | $3,741+33.0% |
| Admin fee / account holder | $5,541 | $4,288+29.2% | $5,665-2.2% | $5,306+4.4% |