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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 | $122,818 | $60,349+103.5% | $74,184+65.6% | $62,881+95.3% |
| Participation rate | 65.5% | 72.7%-7.2pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 7.59% | 21.38%-13.8pp | 17.74%-10.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $336 | $1,680-80.0% | $2,370-85.8% | $2,281-85.3% |
| Participant deferral / active EE | $3,231 | $2,856+13.1% | $3,550-9.0% | $3,203+0.9% |
| Admin fee / account holder | $6,651 | $4,261+56.1% | $5,586+19.1% | $4,296+54.8% |