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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 | $101,580 | $68,880+47.5% | $120,580-15.8% | $80,959+25.5% |
| Participation rate | 60.9% | 61.7%-0.8pp | 72.0%-11.1pp | 67.7%-6.8pp |
| Annual return | 16.90% | 23.68%-6.8pp | 107.48%-90.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $65 | $2,066-96.9% | $3,469-98.1% | $2,757-97.7% |
| Participant deferral / active EE | $6,179 | $3,191+93.7% | $4,995+23.7% | $4,300+43.7% |
| Admin fee / account holder | $14,138 | $5,785+144.4% | $9,418+50.1% | $6,925+104.1% |