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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 | $96,980 | $68,878+40.8% | $120,574-19.6% | $80,935+19.8% |
| Participation rate | 65.2% | 61.7%+3.5pp | 71.9%-6.7pp | 67.7%-2.4pp |
| Annual return | 11.08% | 23.67%-12.6pp | 107.42%-96.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $337 | $2,065-83.7% | $3,471-90.3% | $2,757-87.8% |
| Participant deferral / active EE | $2,509 | $3,189-21.3% | $4,996-49.8% | $4,299-41.6% |
| Admin fee / account holder | $6,443 | $5,782+11.4% | $9,445-31.8% | $6,924-7.0% |