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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 | $106,638 | $87,060+22.5% | $105,591+1.0% | $80,911+31.8% |
| Participation rate | 55.3% | 70.4%-15.2pp | 75.3%-20.0pp | 67.6%-12.4pp |
| Annual return | 15.81% | 17.05%-1.2pp | 116.43%-100.6pp | 35.63%-19.8pp |
| Employer contribution / active EE | $587 | $2,396-75.5% | $3,166-81.5% | $2,756-78.7% |
| Participant deferral / active EE | $2,802 | $3,986-29.7% | $5,008-44.1% | $4,297-34.8% |
| Admin fee / account holder | $18,318 | $8,442+117.0% | $11,024+66.2% | $6,935+164.1% |