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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 | $117,722 | $76,834+53.2% | $108,359+8.6% | $87,485+34.6% |
| Participation rate | 67.1% | 61.7%+5.3pp | 70.1%-3.1pp | 68.9%-1.9pp |
| Annual return | 19.82% | 19.09%+0.7pp | 36.89%-17.1pp | 26.06%-6.2pp |
| Employer contribution / active EE | $46 | $1,556-97.1% | $2,399-98.1% | $2,596-98.2% |
| Participant deferral / active EE | $6,481 | $3,100+109.1% | $4,137+56.7% | $4,274+51.7% |
| Admin fee / account holder | $7,601 | $6,537+16.3% | $9,741-22.0% | $7,775-2.2% |