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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 | $100,191 | $78,707+27.3% | $117,861-15.0% | $70,126+42.9% |
| Participation rate | 58.9% | 73.2%-14.3pp | 79.7%-20.8pp | 69.5%-10.6pp |
| Annual return | 16.98% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $288 | $2,223-87.0% | $3,786-92.4% | $2,343-87.7% |
| Participant deferral / active EE | $4,743 | $3,297+43.8% | $4,482+5.8% | $3,332+42.4% |
| Admin fee / account holder | $2,060 | $5,066-59.3% | $8,021-74.3% | $4,645-55.7% |