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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 | $119,346 | $72,492+64.6% | $87,104+37.0% | $72,975+63.5% |
| Participation rate | 66.1% | 72.8%-6.7pp | 76.9%-10.8pp | 69.5%-3.4pp |
| Annual return | 18.02% | 24.46%-6.4pp | 28.19%-10.2pp | 81.01%-63.0pp |
| Employer contribution / active EE | $311 | $1,894-83.6% | $2,521-87.7% | $2,440-87.3% |
| Participant deferral / active EE | $4,454 | $3,270+36.2% | $4,048+10.0% | $3,608+23.5% |
| Admin fee / account holder | $8,510 | $5,055+68.3% | $7,491+13.6% | $5,124+66.1% |