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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 | $126,719 | $99,633+27.2% | $183,328-30.9% | $82,448+53.7% |
| Participation rate | 66.3% | 70.8%-4.5pp | 77.3%-11.1pp | 68.1%-1.8pp |
| Annual return | 17.60% | 17.84%-0.2pp | 29.67%-12.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $288 | $3,256-91.1% | $5,055-94.3% | $2,551-88.7% |
| Participant deferral / active EE | $3,077 | $4,938-37.7% | $6,795-54.7% | $4,139-25.7% |
| Admin fee / account holder | $22,462 | $9,934+126.1% | $21,427+4.8% | $7,234+210.5% |