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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 | $118,608 | $83,843+41.5% | $123,973-4.3% | $65,306+81.6% |
| Participation rate | 63.4% | 56.0%+7.4pp | 76.7%-13.3pp | 57.7%+5.7pp |
| Annual return | 15.00% | 19.87%-4.9pp | 388.13%-373.1pp | 21.94%-6.9pp |
| Employer contribution / active EE | $396 | $2,873-86.2% | $4,126-90.4% | $1,967-79.9% |
| Participant deferral / active EE | $2,714 | $2,997-9.4% | $5,247-48.3% | $2,959-8.3% |
| Admin fee / account holder | $12,771 | $4,735+169.7% | $11,799+8.2% | $3,480+267.0% |