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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 | $110,792 | $85,766+29.2% | $136,297-18.7% | $70,131+58.0% |
| Participation rate | 64.7% | 74.2%-9.4pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 15.32% | 31.45%-16.1pp | 5156.16%-5140.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $436 | $2,966-85.3% | $4,696-90.7% | $2,342-81.4% |
| Participant deferral / active EE | $4,585 | $5,051-9.2% | $6,247-26.6% | $3,332+37.6% |
| Admin fee / account holder | $5,714 | $5,420+5.4% | $9,244-38.2% | $4,645+23.0% |