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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 | $107,102 | $118,496-9.6% | $98,461+8.8% | $139,466-23.2% |
| Participation rate | 62.5% | 77.5%-15.0pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 9.71% | 18.96%-9.3pp | 21.17%-11.5pp | 373.66%-364.0pp |
| Employer contribution / active EE | $349 | $3,611-90.3% | $3,049-88.5% | $4,754-92.6% |
| Participant deferral / active EE | $2,973 | $5,393-44.9% | $4,738-37.3% | $6,712-55.7% |
| Admin fee / account holder | $19,571 | $14,056+39.2% | $8,961+118.4% | $11,409+71.5% |