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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 | $142,688 | $87,106+63.8% | $105,607+35.1% | $80,935+76.3% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 18.87% | 17.01%+1.9pp | 116.11%-97.2pp | 35.66%-16.8pp |
| Employer contribution / active EE | $230 | $2,396-90.4% | $3,167-92.7% | $2,757-91.7% |
| Participant deferral / active EE | $3,212 | $3,986-19.4% | $5,011-35.9% | $4,299-25.3% |
| Admin fee / account holder | $5,669 | $8,447-32.9% | $10,958-48.3% | $6,924-18.1% |