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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 | $111,158 | $52,580+111.4% | $71,671+55.1% | $70,126+58.5% |
| Participation rate | 61.8% | 60.9%+0.9pp | 68.7%-7.0pp | 69.5%-7.8pp |
| Annual return | 12.97% | 20.25%-7.3pp | 20.65%-7.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,936 | $2,386+23.1% | $3,438-14.6% | $3,332-11.9% |
| Admin fee / account holder | $429 | $3,653-88.3% | $5,558-92.3% | $4,645-90.8% |