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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 | $120,132 | $76,551+56.9% | $123,894-3.0% | $62,881+91.0% |
| Participation rate | 62.0% | 73.0%-11.0pp | 81.4%-19.4pp | 69.3%-7.3pp |
| Annual return | 8.37% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $202 | $2,882-93.0% | $4,617-95.6% | $2,281-91.2% |
| Participant deferral / active EE | $4,149 | $4,840-14.3% | $5,984-30.7% | $3,203+29.5% |
| Admin fee / account holder | $2,825 | $4,826-41.5% | $8,357-66.2% | $4,296-34.2% |