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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 | $86,922+84.4% | $102,438+56.5% | $80,874+98.2% |
| Participation rate | 65.9% | 72.4%-6.5pp | 76.5%-10.6pp | 67.6%-1.8pp |
| Annual return | 21.45% | 18.90%+2.6pp | 29.37%-7.9pp | 35.62%-14.2pp |
| Employer contribution / active EE | $401 | $2,369-83.1% | $3,024-86.7% | $2,756-85.4% |
| Participant deferral / active EE | $4,699 | $4,119+14.1% | $5,054-7.0% | $4,297+9.4% |
| Admin fee / account holder | $5,477 | $8,050-32.0% | $9,448-42.0% | $6,935-21.0% |