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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 | $82,159 | $71,230+15.3% | $93,727-12.3% | $80,959+1.5% |
| Participation rate | 62.9% | 60.4%+2.5pp | 68.7%-5.9pp | 67.7%-4.8pp |
| Annual return | 10.98% | 11.26%-0.3pp | 133.83%-122.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $357 | $1,565-77.2% | $2,421-85.3% | $2,757-87.0% |
| Participant deferral / active EE | $4,144 | $4,037+2.6% | $4,417-6.2% | $4,300-3.6% |
| Admin fee / account holder | $13,451 | $6,961+93.2% | $8,292+62.2% | $6,925+94.2% |