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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 | $108,741 | $108,825-0.1% | $156,181-30.4% | $82,448+31.9% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 13.42% | 20.59%-7.2pp | 64.87%-51.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $480 | $2,870-83.3% | $4,294-88.8% | $2,551-81.2% |
| Participant deferral / active EE | $2,205 | $4,577-51.8% | $6,132-64.0% | $4,139-46.7% |
| Admin fee / account holder | $29,219 | $9,341+212.8% | $14,586+100.3% | $7,234+303.9% |