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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 | $103,412 | $63,845+62.0% | $81,370+27.1% | $80,959+27.7% |
| Participation rate | 64.5% | 63.9%+0.6pp | 69.5%-5.0pp | 67.7%-3.2pp |
| Annual return | 12.10% | 16.37%-4.3pp | 24.85%-12.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $301 | $1,980-84.8% | $2,464-87.8% | $2,757-89.1% |
| Participant deferral / active EE | $5,250 | $3,093+69.8% | $3,885+35.1% | $4,300+22.1% |
| Admin fee / account holder | $28,738 | $5,688+405.2% | $5,749+399.9% | $6,925+315.0% |