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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 | $129,394 | $81,446+58.9% | $103,374+25.2% | $80,874+60.0% |
| Participation rate | 57.4% | 66.9%-9.4pp | 74.5%-17.1pp | 67.6%-10.2pp |
| Annual return | 11.25% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $553 | $3,107-82.2% | $3,869-85.7% | $2,756-79.9% |
| Participant deferral / active EE | $8,216 | $3,870+112.3% | $5,058+62.4% | $4,297+91.2% |
| Admin fee / account holder | $13,879 | $6,715+106.7% | $8,394+65.3% | $6,935+100.1% |