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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 | $104,711 | $91,559+14.4% | $133,978-21.8% | $79,856+31.1% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.4pp | 69.6%-0.2pp |
| Annual return | 13.48% | 61.85%-48.4pp | 45.10%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $553 | $2,384-76.8% | $3,919-85.9% | $2,471-77.6% |
| Participant deferral / active EE | $2,729 | $3,734-26.9% | $5,047-45.9% | $3,741-27.0% |
| Admin fee / account holder | $1,647 | $6,321-74.0% | $8,930-81.6% | $5,306-69.0% |