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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 | $111,196 | $65,027+71.0% | $90,970+22.2% | $79,852+39.3% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.0%-1.4pp | 69.6%-2.0pp |
| Annual return | 21.11% | 30.45%-9.3pp | 134.58%-113.5pp | 31.72%-10.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,276 | $2,512-9.4% | $3,373-32.5% | $3,740-39.2% |
| Admin fee / account holder | $4,271 | $4,535-5.8% | $5,960-28.3% | $5,306-19.5% |