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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 | $155,377 | $75,807+105.0% | $116,096+33.8% | $86,983+78.6% |
| Participation rate | 67.6% | 66.9%+0.8pp | 73.3%-5.7pp | 69.5%-1.9pp |
| Annual return | 19.20% | 18.57%+0.6pp | 326.25%-307.0pp | 25.83%-6.6pp |
| Employer contribution / active EE | $206 | $1,892-89.1% | $2,503-91.8% | $2,584-92.0% |
| Participant deferral / active EE | $2,564 | $3,212-20.2% | $3,952-35.1% | $4,194-38.9% |
| Admin fee / account holder | $1,804 | $6,659-72.9% | $7,704-76.6% | $7,856-77.0% |