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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 | $105,924 | $86,940+21.8% | $102,434+3.4% | $80,935+30.9% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.7%-0.1pp |
| Annual return | 13.99% | 18.89%-4.9pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $439 | $2,370-81.5% | $3,023-85.5% | $2,757-84.1% |
| Participant deferral / active EE | $1,906 | $4,121-53.7% | $5,055-62.3% | $4,299-55.7% |
| Admin fee / account holder | $439 | $8,047-94.5% | $9,462-95.4% | $6,924-93.7% |