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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 | $107,856 | $72,492+48.8% | $87,102+23.8% | $72,983+47.8% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 21.67% | 24.46%-2.8pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $381 | $1,894-79.9% | $2,521-84.9% | $2,440-84.4% |
| Participant deferral / active EE | $7,336 | $3,270+124.4% | $4,048+81.2% | $3,608+103.4% |
| Admin fee / account holder | $7,226 | $5,055+43.0% | $7,491-3.5% | $5,124+41.0% |