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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 | $59,998 | $46,877+28.0% | $122,354-51.0% | $70,126-14.4% |
| Participation rate | 65.9% | 58.2%+7.6pp | 71.6%-5.8pp | 69.5%-3.7pp |
| Annual return | 19.40% | 24.22%-4.8pp | 30.28%-10.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,214 | $2,167+2.1% | $3,287-32.7% | $3,332-33.6% |
| Admin fee / account holder | $632 | $3,324-81.0% | $5,479-88.5% | $4,645-86.4% |