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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 | $107,027 | $86,298+24.0% | $111,308-3.8% | $85,847+24.7% |
| Participation rate | 68.2% | 73.3%-5.2pp | 77.3%-9.1pp | 69.3%-1.1pp |
| Annual return | 17.47% | 19.99%-2.5pp | 54.67%-37.2pp | 318.61%-301.1pp |
| Employer contribution / active EE | $410 | $2,044-79.9% | $2,732-85.0% | $2,565-84.0% |
| Participant deferral / active EE | $5,094 | $3,641+39.9% | $4,487+13.5% | $3,952+28.9% |
| Admin fee / account holder | $9,802 | $8,189+19.7% | $7,965+23.1% | $6,261+56.6% |