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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 | $138,197 | $71,878+92.3% | $86,698+59.4% | $68,486+101.8% |
| Participation rate | 68.8% | 72.2%-3.5pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | 3.29% | 3.53%-0.2pp | 35.95%-32.7pp | -7.85%+11.1pp |
| Employer contribution / active EE | $523 | $2,173-75.9% | $2,837-81.6% | $2,597-79.8% |
| Participant deferral / active EE | $3,175 | $3,779-16.0% | $4,656-31.8% | $4,028-21.2% |
| Admin fee / account holder | $2,968 | $6,113-51.4% | $7,493-60.4% | $5,404-45.1% |