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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 | $94,413 | $76,551+23.3% | $123,894-23.8% | $62,881+50.1% |
| Participation rate | 68.4% | 73.0%-4.6pp | 81.4%-13.0pp | 69.3%-0.9pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1 | $2,882-100.0% | $4,617-100.0% | $2,281-99.9% |
| Participant deferral / active EE | $5,021 | $4,840+3.8% | $5,984-16.1% | $3,203+56.8% |
| Admin fee / account holder | $7,492 | $4,826+55.2% | $8,357-10.4% | $4,296+74.4% |