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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 | $109,103 | $71,215+53.2% | $93,696+16.4% | $80,935+34.8% |
| Participation rate | 68.7% | 60.4%+8.3pp | 68.7%-0.1pp | 67.7%+1.0pp |
| Annual return | 12.32% | 11.27%+1.0pp | 133.74%-121.4pp | 35.66%-23.3pp |
| Employer contribution / active EE | $141 | $1,565-91.0% | $2,422-94.2% | $2,757-94.9% |
| Participant deferral / active EE | $5,804 | $4,037+43.8% | $4,417+31.4% | $4,299+35.0% |
| Admin fee / account holder | $4,580 | $6,958-34.2% | $8,287-44.7% | $6,924-33.9% |