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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 | $123,290 | $76,371+61.4% | $93,621+31.7% | $72,975+68.9% |
| Participation rate | 59.6% | 71.8%-12.2pp | 75.8%-16.3pp | 69.5%-9.9pp |
| Annual return | 23.85% | 25.82%-2.0pp | 32.76%-8.9pp | 81.01%-57.2pp |
| Employer contribution / active EE | $372 | $2,276-83.6% | $2,719-86.3% | $2,440-84.7% |
| Participant deferral / active EE | $2,356 | $3,538-33.4% | $4,070-42.1% | $3,608-34.7% |
| Admin fee / account holder | $2,321 | $6,839-66.1% | $7,890-70.6% | $5,124-54.7% |