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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 | $204,618 | $72,027+184.1% | $185,861+10.1% | $79,856+156.2% |
| Participation rate | 63.6% | 65.8%-2.1pp | 78.0%-14.4pp | 69.6%-6.0pp |
| Annual return | 13.74% | 23.13%-9.4pp | 35.96%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $127 | $1,965-93.5% | $4,088-96.9% | $2,471-94.9% |
| Participant deferral / active EE | $5,297 | $3,780+40.2% | $5,634-6.0% | $3,741+41.6% |
| Admin fee / account holder | $5,790 | $4,513+28.3% | $9,503-39.1% | $5,306+9.1% |