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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 | $132,770 | $72,273+83.7% | $101,275+31.1% | $79,856+66.3% |
| Participation rate | 55.3% | 68.5%-13.2pp | 75.8%-20.5pp | 69.6%-14.4pp |
| Annual return | 13.29% | 22.30%-9.0pp | 46.48%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $218 | $2,691-91.9% | $3,660-94.0% | $2,471-91.2% |
| Participant deferral / active EE | $3,567 | $3,282+8.7% | $4,371-18.4% | $3,741-4.6% |
| Admin fee / account holder | $6,785 | $4,401+54.2% | $5,948+14.1% | $5,306+27.9% |