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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 | $142,393 | $72,607+96.1% | $90,259+57.8% | $87,485+62.8% |
| Participation rate | 67.4% | 64.8%+2.6pp | 70.7%-3.4pp | 68.9%-1.5pp |
| Annual return | 12.94% | 18.59%-5.7pp | 18.88%-5.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $187 | $1,919-90.3% | $2,291-91.9% | $2,596-92.8% |
| Participant deferral / active EE | $4,865 | $3,055+59.2% | $3,827+27.1% | $4,274+13.8% |
| Admin fee / account holder | $8,121 | $5,947+36.6% | $7,267+11.8% | $7,775+4.5% |