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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 | $109,917 | $68,573+60.3% | $120,368-8.7% | $80,874+35.9% |
| Participation rate | 53.8% | 61.6%-7.8pp | 71.9%-18.2pp | 67.6%-13.9pp |
| Annual return | 15.74% | 23.61%-7.9pp | 107.26%-91.5pp | 35.62%-19.9pp |
| Employer contribution / active EE | $441 | $2,052-78.5% | $3,465-87.3% | $2,756-84.0% |
| Participant deferral / active EE | $2,888 | $3,174-9.0% | $4,991-42.1% | $4,297-32.8% |
| Admin fee / account holder | $6,832 | $5,734+19.2% | $9,429-27.5% | $6,935-1.5% |