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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 | $160,290 | $86,949+84.3% | $102,460+56.4% | $80,959+98.0% |
| Participation rate | 65.9% | 72.4%-6.5pp | 76.5%-10.7pp | 67.7%-1.8pp |
| Annual return | 21.45% | 18.89%+2.6pp | 29.47%-8.0pp | 35.67%-14.2pp |
| Employer contribution / active EE | $401 | $2,370-83.1% | $3,025-86.7% | $2,757-85.5% |
| Participant deferral / active EE | $4,699 | $4,121+14.0% | $5,056-7.1% | $4,300+9.3% |
| Admin fee / account holder | $5,477 | $8,048-31.9% | $9,460-42.1% | $6,925-20.9% |