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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 | $103,023 | $87,733+17.4% | $106,555-3.3% | $85,847+20.0% |
| Participation rate | 35.5% | 71.9%-36.4pp | 76.1%-40.7pp | 69.3%-33.8pp |
| Annual return | 15.89% | 21.86%-6.0pp | 26.80%-10.9pp | 318.61%-302.7pp |
| Employer contribution / active EE | $261 | $2,073-87.4% | $2,819-90.8% | $2,565-89.8% |
| Participant deferral / active EE | $1,727 | $3,469-50.2% | $4,399-60.7% | $3,952-56.3% |
| Admin fee / account holder | $618 | $6,767-90.9% | $7,408-91.7% | $6,261-90.1% |