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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 | $121,068 | $87,733+38.0% | $106,555+13.6% | $85,847+41.0% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 19.03% | 21.86%-2.8pp | 26.80%-7.8pp | 318.61%-299.6pp |
| Employer contribution / active EE | $223 | $2,073-89.3% | $2,819-92.1% | $2,565-91.3% |
| Participant deferral / active EE | $2,146 | $3,469-38.1% | $4,399-51.2% | $3,952-45.7% |
| Admin fee / account holder | $8,236 | $6,767+21.7% | $7,408+11.2% | $6,261+31.6% |