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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 | $123,225 | $87,132+41.4% | $105,624+16.7% | $80,959+52.2% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 15.01% | 17.03%-2.0pp | 116.20%-101.2pp | 35.67%-20.7pp |
| Employer contribution / active EE | $391 | $2,397-83.7% | $3,168-87.6% | $2,757-85.8% |
| Participant deferral / active EE | $3,549 | $3,985-11.0% | $5,013-29.2% | $4,300-17.5% |
| Admin fee / account holder | $1,618 | $8,449-80.8% | $10,961-85.2% | $6,925-76.6% |