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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 | $109,973 | $95,404+15.3% | $113,397-3.0% | $82,637+33.1% |
| Participation rate | 64.8% | 72.8%-8.0pp | 76.5%-11.7pp | 68.1%-3.2pp |
| Annual return | 15.52% | 19.08%-3.6pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $594 | $2,307-74.3% | $2,977-80.1% | $2,552-76.7% |
| Participant deferral / active EE | $4,571 | $4,220+8.3% | $5,076-10.0% | $4,126+10.8% |
| Admin fee / account holder | $11,651 | $9,168+27.1% | $11,957-2.6% | $7,339+58.8% |