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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 | $109,371 | $86,949+25.8% | $102,460+6.7% | $80,959+35.1% |
| Participation rate | 54.4% | 72.4%-17.9pp | 76.5%-22.1pp | 67.7%-13.2pp |
| Annual return | 14.06% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $337 | $2,370-85.8% | $3,025-88.9% | $2,757-87.8% |
| Participant deferral / active EE | $2,497 | $4,121-39.4% | $5,056-50.6% | $4,300-41.9% |
| Admin fee / account holder | $12,360 | $8,048+53.6% | $9,460+30.7% | $6,925+78.5% |