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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 | $112,084 | $97,550+14.9% | $120,344-6.9% | $87,485+28.1% |
| Participation rate | 63.9% | 72.8%-9.0pp | 76.7%-12.9pp | 68.9%-5.1pp |
| Annual return | 14.67% | 18.41%-3.7pp | 20.30%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $269 | $2,291-88.3% | $3,020-91.1% | $2,596-89.6% |
| Participant deferral / active EE | $3,855 | $4,230-8.9% | $5,135-24.9% | $4,274-9.8% |
| Admin fee / account holder | $21,105 | $9,543+121.2% | $12,742+65.6% | $7,775+171.5% |