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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 | $105,377 | $87,059+21.0% | $105,608-0.2% | $80,925+30.2% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.3%-6.2pp | 67.7%+1.4pp |
| Annual return | 11.14% | 17.05%-5.9pp | 116.50%-105.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $591 | $2,396-75.3% | $3,167-81.3% | $2,756-78.6% |
| Participant deferral / active EE | $4,717 | $3,986+18.3% | $5,010-5.8% | $4,299+9.7% |
| Admin fee / account holder | $2,539 | $8,443-69.9% | $11,028-77.0% | $6,940-63.4% |