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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 | $106,361 | $81,208+31.0% | $98,916+7.5% | $79,858+33.2% |
| Participation rate | 62.2% | 72.5%-10.3pp | 76.0%-13.9pp | 69.6%-7.5pp |
| Annual return | 17.78% | 60.99%-43.2pp | 196.45%-178.7pp | 31.72%-13.9pp |
| Employer contribution / active EE | $290 | $1,960-85.2% | $2,689-89.2% | $2,471-88.3% |
| Participant deferral / active EE | $2,111 | $3,265-35.3% | $4,245-50.3% | $3,740-43.6% |
| Admin fee / account holder | $16,103 | $6,013+167.8% | $6,642+142.4% | $5,306+203.5% |