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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 | $106,429 | $65,364+62.8% | $92,909+14.6% | $72,975+45.8% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 19.78% | 42.11%-22.3pp | 109.44%-89.7pp | 81.01%-61.2pp |
| Employer contribution / active EE | $175 | $2,594-93.3% | $3,653-95.2% | $2,440-92.8% |
| Participant deferral / active EE | $1,864 | $3,128-40.4% | $4,238-56.0% | $3,608-48.3% |
| Admin fee / account holder | $580 | $4,251-86.4% | $5,795-90.0% | $5,124-88.7% |