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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 | $67,776+39.5% | $90,312+4.7% | $65,306+44.8% |
| Participation rate | 62.2% | 58.1%+4.1pp | 72.9%-10.7pp | 57.7%+4.5pp |
| Annual return | 12.31% | 16.62%-4.3pp | 18.90%-6.6pp | 21.94%-9.6pp |
| Employer contribution / active EE | $422 | $2,195-80.8% | $2,243-81.2% | $1,967-78.5% |
| Participant deferral / active EE | $2,576 | $2,641-2.5% | $3,749-31.3% | $2,959-12.9% |
| Admin fee / account holder | $3,703 | $3,322+11.5% | $8,248-55.1% | $3,480+6.4% |