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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 | $86,025 | $71,230+20.8% | $93,727-8.2% | $80,959+6.3% |
| Participation rate | 69.5% | 60.4%+9.1pp | 68.7%+0.8pp | 67.7%+1.8pp |
| Annual return | 17.65% | 11.26%+6.4pp | 133.83%-116.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,274 | $4,037+55.4% | $4,417+42.0% | $4,300+45.9% |
| Admin fee / account holder | $2,850 | $6,961-59.1% | $8,292-65.6% | $6,925-58.8% |