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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 | $137,150 | $96,052+42.8% | $118,106+16.1% | $87,485+56.8% |
| Participation rate | 40.3% | 77.0%-36.8pp | 81.9%-41.6pp | 68.9%-28.7pp |
| Annual return | 16.43% | 24.16%-7.7pp | 19.44%-3.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $718 | $3,939-81.8% | $4,698-84.7% | $2,596-72.3% |
| Participant deferral / active EE | $2,908 | $5,793-49.8% | $6,619-56.1% | $4,274-31.9% |
| Admin fee / account holder | $7,828 | $7,618+2.8% | $8,973-12.8% | $7,775+0.7% |