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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 | $117,776 | $105,284+11.9% | $150,734-21.9% | $94,015+25.3% |
| Participation rate | 56.3% | 71.7%-15.4pp | 78.4%-22.1pp | 70.8%-14.5pp |
| Annual return | 13.81% | 15.67%-1.9pp | 600.81%-587.0pp | 17.84%-4.0pp |
| Employer contribution / active EE | $131 | $3,599-96.4% | $4,918-97.3% | $2,790-95.3% |
| Participant deferral / active EE | $5,439 | $4,274+27.3% | $5,610-3.0% | $4,249+28.0% |
| Admin fee / account holder | $12,985 | $9,839+32.0% | $14,905-12.9% | $8,951+45.1% |