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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 | $107,654 | $80,705+33.4% | $115,768-7.0% | $67,986+58.3% |
| Participation rate | 66.1% | 63.0%+3.1pp | 74.4%-8.3pp | 57.2%+8.9pp |
| Annual return | 19.01% | 18.49%+0.5pp | 100.46%-81.5pp | 31.67%-12.7pp |
| Employer contribution / active EE | $513 | $2,046-74.9% | $2,940-82.5% | $2,019-74.6% |
| Participant deferral / active EE | $2,620 | $3,559-26.4% | $4,917-46.7% | $3,358-22.0% |
| Admin fee / account holder | $10,701 | $4,135+158.8% | $12,439-14.0% | $3,203+234.1% |