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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 | $113,333 | $95,762+18.3% | $379,746-70.2% | $79,856+41.9% |
| Participation rate | 40.0% | 74.0%-34.0pp | 78.4%-38.4pp | 69.6%-29.6pp |
| Annual return | 19.12% | 18.26%+0.9pp | 34.90%-15.8pp | 31.71%-12.6pp |
| Employer contribution / active EE | $274 | $2,695-89.9% | $3,540-92.3% | $2,471-88.9% |
| Participant deferral / active EE | $2,108 | $4,705-55.2% | $6,024-65.0% | $3,741-43.6% |
| Admin fee / account holder | $6,951 | $6,745+3.1% | $7,927-12.3% | $5,306+31.0% |