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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 | $105,656 | $101,752+3.8% | $164,928-35.9% | $80,911+30.6% |
| Participation rate | 37.7% | 71.8%-34.1pp | 78.6%-40.9pp | 67.6%-29.9pp |
| Annual return | 14.79% | 16.73%-1.9pp | 70.08%-55.3pp | 35.63%-20.8pp |
| Employer contribution / active EE | $570 | $2,953-80.7% | $4,343-86.9% | $2,756-79.3% |
| Participant deferral / active EE | $3,802 | $4,477-15.1% | $6,034-37.0% | $4,297-11.5% |
| Admin fee / account holder | $13,697 | $8,218+66.7% | $12,684+8.0% | $6,935+97.5% |