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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 | $100,851 | $95,453+5.7% | $112,040-10.0% | $82,448+22.3% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 16.30% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $501 | $2,318-78.4% | $2,954-83.0% | $2,551-80.4% |
| Participant deferral / active EE | $3,644 | $4,224-13.7% | $5,098-28.5% | $4,139-12.0% |
| Admin fee / account holder | $12,121 | $9,013+34.5% | $12,098+0.2% | $7,234+67.6% |