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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 | $116,470 | $96,731+20.4% | $123,973-6.1% | $86,983+33.9% |
| Participation rate | 55.0% | 70.0%-15.0pp | 76.7%-21.7pp | 69.5%-14.5pp |
| Annual return | 14.01% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $770 | $3,297-76.7% | $4,126-81.3% | $2,584-70.2% |
| Participant deferral / active EE | $5,079 | $4,152+22.3% | $5,247-3.2% | $4,194+21.1% |
| Admin fee / account holder | $2,407 | $8,722-72.4% | $11,799-79.6% | $7,856-69.4% |