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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 | $105,460 | $81,403+29.6% | $147,027-28.3% | $87,485+20.5% |
| Participation rate | 65.1% | 63.4%+1.7pp | 73.7%-8.6pp | 68.9%-3.8pp |
| Annual return | 21.99% | 16.51%+5.5pp | 20.23%+1.8pp | 26.06%-4.1pp |
| Employer contribution / active EE | $222 | $2,205-89.9% | $3,626-93.9% | $2,596-91.4% |
| Participant deferral / active EE | $3,034 | $3,315-8.5% | $4,933-38.5% | $4,274-29.0% |
| Admin fee / account holder | $23,373 | $6,755+246.0% | $12,223+91.2% | $7,775+200.6% |