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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 | $158,285 | $124,425+27.2% | $112,040+41.3% | $137,256+15.3% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.5%-14.6pp | 80.0%-18.1pp |
| Annual return | 12.28% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $468 | $3,411-86.3% | $2,954-84.1% | $4,156-88.7% |
| Participant deferral / active EE | $3,647 | $5,718-36.2% | $5,098-28.5% | $6,407-43.1% |
| Admin fee / account holder | $12,681 | $15,207-16.6% | $12,098+4.8% | $12,270+3.3% |