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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 | $105,451 | $91,198+15.6% | $178,503-40.9% | $79,856+32.1% |
| Participation rate | 25.6% | 69.2%-43.6pp | 81.9%-56.3pp | 69.6%-44.0pp |
| Annual return | 12.43% | 24.20%-11.8pp | 151.12%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $221 | $3,257-93.2% | $5,011-95.6% | $2,471-91.1% |
| Participant deferral / active EE | $1,453 | $3,237-55.1% | $5,202-72.1% | $3,741-61.2% |
| Admin fee / account holder | $371 | $6,748-94.5% | $13,987-97.3% | $5,306-93.0% |