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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 | $102,195 | $73,955+38.2% | $96,520+5.9% | $75,181+35.9% |
| Participation rate | 62.2% | 66.4%-4.2pp | 74.3%-12.1pp | 67.2%-5.0pp |
| Annual return | 14.18% | 26.72%-12.5pp | 35.72%-21.5pp | 160.69%-146.5pp |
| Employer contribution / active EE | $697 | $2,930-76.2% | $3,739-81.4% | $2,671-73.9% |
| Participant deferral / active EE | $4,912 | $3,659+34.2% | $4,879+0.7% | $4,126+19.1% |
| Admin fee / account holder | $26,197 | $5,217+402.1% | $6,733+289.1% | $5,650+363.7% |