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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 | $93,692+46.4% | $116,538+17.7% | $86,983+57.7% |
| Participation rate | 40.3% | 79.6%-39.4pp | 82.6%-42.3pp | 69.5%-29.3pp |
| Annual return | 16.43% | 26.00%-9.6pp | 17.97%-1.5pp | 25.83%-9.4pp |
| Employer contribution / active EE | $718 | $3,831-81.3% | $4,541-84.2% | $2,584-72.2% |
| Participant deferral / active EE | $2,908 | $5,612-48.2% | $6,207-53.1% | $4,194-30.7% |
| Admin fee / account holder | $7,828 | $7,586+3.2% | $8,737-10.4% | $7,856-0.4% |