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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 | $98,396 | $91,559+7.5% | $133,978-26.6% | $79,856+23.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 16.23% | 61.85%-45.6pp | 45.10%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $256 | $2,384-89.2% | $3,919-93.5% | $2,471-89.6% |
| Participant deferral / active EE | $3,452 | $3,734-7.5% | $5,047-31.6% | $3,741-7.7% |
| Admin fee / account holder | $4,501 | $6,321-28.8% | $8,930-49.6% | $5,306-15.2% |