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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 | $117,944 | $50,947+131.5% | $74,551+58.2% | $64,173+83.8% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.1%-1.3pp | 69.6%-1.7pp |
| Annual return | 15.40% | -1.85%+17.3pp | 32.53%-17.1pp | 7.63%+7.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,736 | $2,302+18.9% | $3,108-12.0% | $3,470-21.1% |
| Admin fee / account holder | $9,053 | $4,221+114.5% | $5,059+78.9% | $4,887+85.2% |