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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 | $114,419 | $86,940+31.6% | $102,434+11.7% | $80,935+41.4% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.7%-2.7pp |
| Annual return | 14.42% | 18.89%-4.5pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $436 | $2,370-81.6% | $3,023-85.6% | $2,757-84.2% |
| Participant deferral / active EE | $3,521 | $4,121-14.6% | $5,055-30.4% | $4,299-18.1% |
| Admin fee / account holder | $4,655 | $8,047-42.1% | $9,462-50.8% | $6,924-32.8% |