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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 | $112,243 | $63,809+75.9% | $81,353+38.0% | $80,935+38.7% |
| Participation rate | 63.2% | 63.9%-0.7pp | 69.5%-6.4pp | 67.7%-4.5pp |
| Annual return | 14.10% | 16.37%-2.3pp | 24.82%-10.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $156 | $1,981-92.1% | $2,464-93.7% | $2,757-94.3% |
| Participant deferral / active EE | $3,652 | $3,093+18.1% | $3,885-6.0% | $4,299-15.1% |
| Admin fee / account holder | $2,531 | $5,686-55.5% | $5,766-56.1% | $6,924-63.5% |