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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 | $92,779 | $81,358+14.0% | $155,556-40.4% | $80,959+14.6% |
| Participation rate | 62.3% | 66.3%-4.0pp | 78.2%-16.0pp | 67.7%-5.4pp |
| Annual return | 13.19% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $148 | $3,106-95.2% | $4,675-96.8% | $2,757-94.6% |
| Participant deferral / active EE | $5,095 | $3,455+47.5% | $5,631-9.5% | $4,300+18.5% |
| Admin fee / account holder | $25,444 | $7,994+218.3% | $15,885+60.2% | $6,925+267.4% |