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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 | $93,345+26.2% | $119,126-1.1% | $87,485+34.6% |
| Participation rate | 56.3% | 68.7%-12.4pp | 75.8%-19.4pp | 68.9%-12.6pp |
| Annual return | 13.81% | 19.08%-5.3pp | 282.11%-268.3pp | 26.06%-12.2pp |
| Employer contribution / active EE | $131 | $3,172-95.9% | $4,034-96.7% | $2,596-94.9% |
| Participant deferral / active EE | $5,439 | $4,099+32.7% | $5,318+2.3% | $4,274+27.3% |
| Admin fee / account holder | $12,985 | $8,039+61.5% | $10,693+21.4% | $7,775+67.0% |