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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 | $114,389 | $90,400+26.5% | $186,193-38.6% | $87,485+30.8% |
| Participation rate | 69.7% | 66.2%+3.5pp | 77.1%-7.4pp | 68.9%+0.8pp |
| Annual return | 18.15% | 22.15%-4.0pp | 78.03%-59.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $378 | $2,170-82.6% | $3,918-90.3% | $2,596-85.4% |
| Participant deferral / active EE | $2,835 | $4,330-34.5% | $6,513-56.5% | $4,274-33.7% |
| Admin fee / account holder | $1,493 | $8,673-82.8% | $11,058-86.5% | $7,775-80.8% |