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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 | $114,726 | $126,661-9.4% | $113,397+1.2% | $138,895-17.4% |
| Participation rate | 65.2% | 79.4%-14.2pp | 76.5%-11.3pp | 79.9%-14.7pp |
| Annual return | 14.04% | 25.05%-11.0pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $501 | $3,456-85.5% | $2,977-83.2% | $4,194-88.0% |
| Participant deferral / active EE | $3,327 | $5,693-41.6% | $5,076-34.5% | $6,396-48.0% |
| Admin fee / account holder | $891 | $14,549-93.9% | $11,957-92.5% | $12,562-92.9% |