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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 | $95,877 | $54,541+75.8% | $78,778+21.7% | $70,126+36.7% |
| Participation rate | 68.1% | 60.8%+7.3pp | 69.2%-1.1pp | 69.5%-1.4pp |
| Annual return | 15.99% | 21.07%-5.1pp | 35.62%-19.6pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,599 | $2,210+17.6% | $2,958-12.1% | $3,332-22.0% |
| Admin fee / account holder | $8,713 | $3,709+134.9% | $5,134+69.7% | $4,645+87.6% |