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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 | $126,719 | $92,811+36.5% | $238,191-46.8% | $86,983+45.7% |
| Participation rate | 66.3% | 69.3%-3.1pp | 77.1%-10.8pp | 69.5%-3.3pp |
| Annual return | 17.60% | 16.16%+1.4pp | 13.02%+4.6pp | 25.83%-8.2pp |
| Employer contribution / active EE | $288 | $2,728-89.4% | $5,082-94.3% | $2,584-88.8% |
| Participant deferral / active EE | $3,077 | $4,479-31.3% | $6,726-54.3% | $4,194-26.6% |
| Admin fee / account holder | $22,462 | $9,177+144.8% | $34,582-35.0% | $7,856+185.9% |