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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 | $116,711 | $99,994+16.7% | $146,643-20.4% | $85,847+36.0% |
| Participation rate | 63.4% | 73.1%-9.7pp | 80.1%-16.7pp | 69.3%-5.9pp |
| Annual return | 14.32% | 18.93%-4.6pp | 22.75%-8.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $563 | $2,559-78.0% | $4,137-86.4% | $2,565-78.0% |
| Participant deferral / active EE | $3,551 | $4,006-11.3% | $5,506-35.5% | $3,952-10.1% |
| Admin fee / account holder | $3,209 | $7,703-58.3% | $10,280-68.8% | $6,261-48.7% |