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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 | $97,020 | $80,985+19.8% | $96,576+0.5% | $75,181+29.0% |
| Participation rate | 63.9% | 71.8%-7.9pp | 76.0%-12.1pp | 67.2%-3.3pp |
| Annual return | 18.20% | 27.05%-8.8pp | 25.87%-7.7pp | 160.69%-142.5pp |
| Employer contribution / active EE | $263 | $2,282-88.5% | $2,965-91.1% | $2,671-90.1% |
| Participant deferral / active EE | $3,445 | $3,929-12.3% | $4,851-29.0% | $4,126-16.5% |
| Admin fee / account holder | $1,892 | $6,719-71.8% | $8,253-77.1% | $5,650-66.5% |