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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 | $152,544 | $95,453+59.8% | $112,040+36.2% | $82,448+85.0% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.5%-10.3pp | 68.1%-1.9pp |
| Annual return | 13.36% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $672 | $2,318-71.0% | $2,954-77.3% | $2,551-73.7% |
| Participant deferral / active EE | $4,527 | $4,224+7.2% | $5,098-11.2% | $4,139+9.4% |
| Admin fee / account holder | $3,643 | $9,013-59.6% | $12,098-69.9% | $7,234-49.6% |