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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 | $107,072 | $85,024+25.9% | $70,544+51.8% | $139,466-23.2% |
| Participation rate | 68.2% | 73.9%-5.7pp | 68.4%-0.2pp | 80.3%-12.2pp |
| Annual return | 22.27% | 30.39%-8.1pp | 32.79%-10.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $381 | $3,912-90.3% | $2,976-87.2% | $4,754-92.0% |
| Participant deferral / active EE | $1,879 | $5,891-68.1% | $4,568-58.9% | $6,712-72.0% |
| Admin fee / account holder | $9,031 | $8,928+1.1% | $6,427+40.5% | $11,409-20.8% |