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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 | $100,848 | $52,580+91.8% | $71,671+40.7% | $70,126+43.8% |
| Participation rate | 65.4% | 60.9%+4.5pp | 68.7%-3.4pp | 69.5%-4.2pp |
| Annual return | 15.75% | 20.25%-4.5pp | 20.65%-4.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $192 | $1,616-88.1% | $2,460-92.2% | $2,343-91.8% |
| Participant deferral / active EE | $2,802 | $2,386+17.4% | $3,438-18.5% | $3,332-15.9% |
| Admin fee / account holder | $5,392 | $3,653+47.6% | $5,558-3.0% | $4,645+16.1% |