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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 | $106,751 | $80,855+32.0% | $153,416-30.4% | $86,983+22.7% |
| Participation rate | 69.8% | 64.1%+5.6pp | 74.3%-4.6pp | 69.5%+0.2pp |
| Annual return | 17.42% | 16.18%+1.2pp | 17.84%-0.4pp | 25.83%-8.4pp |
| Employer contribution / active EE | $356 | $2,308-84.6% | $3,764-90.6% | $2,584-86.2% |
| Participant deferral / active EE | $6,375 | $3,333+91.3% | $4,723+35.0% | $4,194+52.0% |
| Admin fee / account holder | $20,609 | $6,908+198.3% | $13,095+57.4% | $7,856+162.3% |