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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 | $106,312 | $58,493+81.8% | $84,021+26.5% | $72,975+45.7% |
| Participation rate | 69.8% | 61.2%+8.5pp | 69.0%+0.7pp | 69.5%+0.3pp |
| Annual return | 26.42% | 28.93%-2.5pp | 71.32%-44.9pp | 81.01%-54.6pp |
| Employer contribution / active EE | $53 | $1,163-95.4% | $1,984-97.3% | $2,440-97.8% |
| Participant deferral / active EE | $4,034 | $2,394+68.5% | $3,239+24.6% | $3,608+11.8% |
| Admin fee / account holder | $5,569 | $4,569+21.9% | $6,102-8.7% | $5,124+8.7% |