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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 | $94,572 | $71,106+33.0% | $121,871-22.4% | $69,733+35.6% |
| Participation rate | 62.2% | 62.8%-0.6pp | 73.2%-11.0pp | 62.5%-0.3pp |
| Annual return | 12.31% | 15.43%-3.1pp | 13.57%-1.3pp | 15.22%-2.9pp |
| Employer contribution / active EE | $422 | $2,556-83.5% | $2,731-84.5% | $2,250-81.2% |
| Participant deferral / active EE | $2,576 | $2,765-6.8% | $4,318-40.3% | $3,054-15.7% |
| Admin fee / account holder | $3,703 | $2,128+74.0% | $11,551-67.9% | $3,102+19.4% |