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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 | $71,208+53.2% | $93,681+16.5% | $80,911+34.8% |
| Participation rate | 68.7% | 60.4%+8.3pp | 68.7%-0.1pp | 67.6%+1.0pp |
| Annual return | 12.32% | 11.27%+1.0pp | 133.47%-121.2pp | 35.63%-23.3pp |
| Employer contribution / active EE | $141 | $1,564-91.0% | $2,422-94.2% | $2,756-94.9% |
| Participant deferral / active EE | $5,804 | $4,035+43.8% | $4,415+31.5% | $4,297+35.1% |
| Admin fee / account holder | $4,580 | $6,951-34.1% | $8,290-44.8% | $6,935-34.0% |