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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 | $109,588 | $93,598+17.1% | $135,974-19.4% | $75,173+45.8% |
| Participation rate | 61.3% | 75.2%-13.9pp | 81.9%-20.6pp | 67.2%-5.9pp |
| Annual return | 15.98% | 30.89%-14.9pp | 68.30%-52.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $500 | $3,538-85.9% | $4,859-89.7% | $2,671-81.3% |
| Participant deferral / active EE | $4,506 | $6,405-29.7% | $7,760-41.9% | $4,126+9.2% |
| Admin fee / account holder | $7,720 | $6,978+10.6% | $10,767-28.3% | $5,651+36.6% |