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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 | $105,263 | $63,082+66.9% | $81,726+28.8% | $79,856+31.8% |
| Participation rate | 68.9% | 67.5%+1.4pp | 72.0%-3.1pp | 69.6%-0.8pp |
| Annual return | 18.75% | 22.66%-3.9pp | 29.49%-10.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,453 | $2,780+60.1% | $7,108-37.4% | $3,741+19.0% |
| Admin fee / account holder | $1,400 | $4,428-68.4% | $5,160-72.9% | $5,306-73.6% |