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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 | $109,256 | $81,233+34.5% | $155,567-29.8% | $80,874+35.1% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.6%-12.5pp |
| Annual return | 10.97% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $301 | $3,101-90.3% | $4,674-93.6% | $2,756-89.1% |
| Participant deferral / active EE | $3,731 | $3,452+8.1% | $5,628-33.7% | $4,297-13.2% |
| Admin fee / account holder | $4,023 | $7,998-49.7% | $15,916-74.7% | $6,935-42.0% |