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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 | $100,186 | $95,453+5.0% | $112,040-10.6% | $82,448+21.5% |
| Participation rate | 56.5% | 72.8%-16.2pp | 76.5%-20.0pp | 68.1%-11.5pp |
| Annual return | 13.22% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $605 | $2,318-73.9% | $2,954-79.5% | $2,551-76.3% |
| Participant deferral / active EE | $6,201 | $4,224+46.8% | $5,098+21.6% | $4,139+49.8% |
| Admin fee / account holder | $14,388 | $9,013+59.6% | $12,098+18.9% | $7,234+98.9% |