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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 | $75,720+88.1% | $90,312+57.7% | $86,983+63.7% |
| Participation rate | 67.4% | 66.3%+1.1pp | 72.9%-5.5pp | 69.5%-2.2pp |
| Annual return | 12.94% | 18.55%-5.6pp | 18.90%-6.0pp | 25.83%-12.9pp |
| Employer contribution / active EE | $187 | $1,945-90.4% | $2,243-91.7% | $2,584-92.8% |
| Participant deferral / active EE | $4,865 | $3,001+62.1% | $3,749+29.8% | $4,194+16.0% |
| Admin fee / account holder | $8,121 | $6,201+31.0% | $8,248-1.5% | $7,856+3.4% |