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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 | $138,008 | $72,273+91.0% | $101,275+36.3% | $79,856+72.8% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 10.94% | 22.30%-11.4pp | 46.48%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,939 | $3,282+50.5% | $4,371+13.0% | $3,741+32.0% |
| Admin fee / account holder | $756 | $4,401-82.8% | $5,948-87.3% | $5,306-85.8% |