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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 | $107,902 | $78,423+37.6% | $95,964+12.4% | $79,856+35.1% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 12.42% | 19.37%-6.9pp | 91.64%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $328 | $1,945-83.2% | $2,541-87.1% | $2,471-86.7% |
| Participant deferral / active EE | $4,145 | $3,440+20.5% | $4,167-0.5% | $3,741+10.8% |
| Admin fee / account holder | $18,706 | $5,622+232.8% | $6,797+175.2% | $5,306+252.5% |