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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 | $137,093 | $94,436+45.2% | $115,599+18.6% | $82,637+65.9% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.3%-18.7pp | 68.1%-12.5pp |
| Annual return | 20.39% | 18.37%+2.0pp | 111.10%-90.7pp | 53.51%-33.1pp |
| Employer contribution / active EE | $564 | $2,324-75.7% | $2,955-80.9% | $2,552-77.9% |
| Participant deferral / active EE | $5,589 | $3,955+41.3% | $4,889+14.3% | $4,126+35.4% |
| Admin fee / account holder | $46,745 | $10,328+352.6% | $12,841+264.0% | $7,339+537.0% |