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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 | $109,687 | $110,212-0.5% | $96,534+13.6% | $139,466-21.4% |
| Participation rate | 69.6% | 78.1%-8.6pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 13.90% | 26.42%-12.5pp | 25.88%-12.0pp | 373.66%-359.8pp |
| Employer contribution / active EE | $803 | $3,620-77.8% | $2,965-72.9% | $4,754-83.1% |
| Participant deferral / active EE | $3,156 | $5,547-43.1% | $4,851-34.9% | $6,712-53.0% |
| Admin fee / account holder | $13,428 | $11,599+15.8% | $8,253+62.7% | $11,409+17.7% |