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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 | $102,936 | $81,504+26.3% | $102,437+0.5% | $80,959+27.1% |
| Participation rate | 12.3% | 66.9%-54.5pp | 74.5%-62.2pp | 67.7%-55.3pp |
| Annual return | 28.75% | 25.60%+3.2pp | 24.95%+3.8pp | 35.67%-6.9pp |
| Employer contribution / active EE | $509 | $3,104-83.6% | $3,871-86.9% | $2,757-81.6% |
| Participant deferral / active EE | $1,700 | $3,871-56.1% | $5,060-66.4% | $4,300-60.5% |
| Admin fee / account holder | $14,151 | $6,719+110.6% | $8,388+68.7% | $6,925+104.3% |