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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 | $97,928 | $93,598+4.6% | $135,974-28.0% | $75,173+30.3% |
| Participation rate | 69.9% | 75.2%-5.3pp | 81.9%-12.1pp | 67.2%+2.7pp |
| Annual return | 22.78% | 30.89%-8.1pp | 68.30%-45.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $339 | $3,538-90.4% | $4,859-93.0% | $2,671-87.3% |
| Participant deferral / active EE | $3,334 | $6,405-47.9% | $7,760-57.0% | $4,126-19.2% |
| Admin fee / account holder | $5,339 | $6,978-23.5% | $10,767-50.4% | $5,651-5.5% |