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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 | $108,188 | $86,949+24.4% | $102,460+5.6% | $80,959+33.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 10.92% | 18.89%-8.0pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $557 | $2,370-76.5% | $3,025-81.6% | $2,757-79.8% |
| Participant deferral / active EE | $5,153 | $4,121+25.0% | $5,056+1.9% | $4,300+19.8% |
| Admin fee / account holder | $13,349 | $8,048+65.9% | $9,460+41.1% | $6,925+92.8% |