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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 | $107,513 | $76,551+40.4% | $123,894-13.2% | $62,881+71.0% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 8.31% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $235 | $2,882-91.8% | $4,617-94.9% | $2,281-89.7% |
| Participant deferral / active EE | $6,794 | $4,840+40.4% | $5,984+13.5% | $3,203+112.1% |
| Admin fee / account holder | $4,804 | $4,826-0.4% | $8,357-42.5% | $4,296+11.8% |