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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 | $105,881 | $79,955+32.4% | $98,450+7.5% | $75,181+40.8% |
| Participation rate | 62.1% | 70.4%-8.2pp | 75.2%-13.0pp | 67.2%-5.1pp |
| Annual return | 16.42% | 19.75%-3.3pp | 21.16%-4.7pp | 160.69%-144.3pp |
| Employer contribution / active EE | $292 | $2,264-87.1% | $3,049-90.4% | $2,671-89.1% |
| Participant deferral / active EE | $1,758 | $3,752-53.2% | $4,739-62.9% | $4,126-57.4% |
| Admin fee / account holder | $21,969 | $6,841+221.1% | $8,961+145.2% | $5,650+288.8% |