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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 | $102,758 | $81,487+26.1% | $102,412+0.3% | $80,935+27.0% |
| Participation rate | 47.1% | 66.8%-19.8pp | 74.5%-27.4pp | 67.7%-20.6pp |
| Annual return | 11.27% | 25.60%-14.3pp | 24.94%-13.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $621 | $3,103-80.0% | $3,870-84.0% | $2,757-77.5% |
| Participant deferral / active EE | $1,691 | $3,871-56.3% | $5,060-66.6% | $4,299-60.7% |
| Admin fee / account holder | $1,276 | $6,717-81.0% | $8,388-84.8% | $6,924-81.6% |