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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 | $121,145 | $94,436+28.3% | $115,599+4.8% | $82,637+46.6% |
| Participation rate | 68.3% | 70.4%-2.1pp | 74.3%-6.0pp | 68.1%+0.2pp |
| Annual return | 15.52% | 18.37%-2.9pp | 111.10%-95.6pp | 53.51%-38.0pp |
| Employer contribution / active EE | $583 | $2,324-74.9% | $2,955-80.3% | $2,552-77.1% |
| Participant deferral / active EE | $3,554 | $3,955-10.1% | $4,889-27.3% | $4,126-13.9% |
| Admin fee / account holder | $9,458 | $10,328-8.4% | $12,841-26.3% | $7,339+28.9% |