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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 | $102,840 | $86,294+19.2% | $111,303-7.6% | $85,856+19.8% |
| Participation rate | 64.7% | 73.3%-8.6pp | 77.3%-12.6pp | 69.3%-4.6pp |
| Annual return | 12.34% | 19.99%-7.6pp | 54.66%-42.3pp | 318.58%-306.2pp |
| Employer contribution / active EE | $415 | $2,043-79.7% | $2,731-84.8% | $2,565-83.8% |
| Participant deferral / active EE | $2,903 | $3,641-20.3% | $4,487-35.3% | $3,952-26.6% |
| Admin fee / account holder | $17,242 | $8,189+110.6% | $7,966+116.4% | $6,261+175.4% |