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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 | $123,859 | $86,940+42.5% | $102,434+20.9% | $80,935+53.0% |
| Participation rate | 65.8% | 72.4%-6.6pp | 76.5%-10.8pp | 67.7%-1.9pp |
| Annual return | 20.47% | 18.89%+1.6pp | 29.46%-9.0pp | 35.66%-15.2pp |
| Employer contribution / active EE | $635 | $2,370-73.2% | $3,023-79.0% | $2,757-77.0% |
| Participant deferral / active EE | $4,121 | $4,1210% | $5,055-18.5% | $4,299-4.1% |
| Admin fee / account holder | $33,616 | $8,047+317.7% | $9,462+255.3% | $6,924+385.5% |