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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 | $105,589 | $93,692+12.7% | $116,538-9.4% | $86,983+21.4% |
| Participation rate | 59.3% | 79.6%-20.4pp | 82.6%-23.3pp | 69.5%-10.3pp |
| Annual return | 12.97% | 26.00%-13.0pp | 17.97%-5.0pp | 25.83%-12.9pp |
| Employer contribution / active EE | $437 | $3,831-88.6% | $4,541-90.4% | $2,584-83.1% |
| Participant deferral / active EE | $3,011 | $5,612-46.3% | $6,207-51.5% | $4,194-28.2% |
| Admin fee / account holder | $13,618 | $7,586+79.5% | $8,737+55.9% | $7,856+73.3% |