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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 | $125,870 | $74,535+68.9% | $100,712+25.0% | $82,637+52.3% |
| Participation rate | 67.9% | 61.2%+6.8pp | 69.3%-1.3pp | 68.1%-0.1pp |
| Annual return | 18.02% | 18.92%-0.9pp | 33.27%-15.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | -$108 | $1,503-107.2% | $2,313-104.7% | $2,552-104.2% |
| Participant deferral / active EE | $2,530 | $3,074-17.7% | $4,085-38.1% | $4,126-38.7% |
| Admin fee / account holder | $6,804 | $6,576+3.5% | $9,256-26.5% | $7,339-7.3% |