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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 | $93,925 | $58,099+61.7% | $76,872+22.2% | $75,173+24.9% |
| Participation rate | 67.9% | 63.9%+4.0pp | 69.6%-1.7pp | 67.2%+0.7pp |
| Annual return | 19.74% | 26.71%-7.0pp | 37.90%-18.2pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,628 | $2,999+87.7% | $3,832+46.9% | $4,126+36.4% |
| Admin fee / account holder | $11,711 | $4,778+145.1% | $5,476+113.9% | $5,651+107.3% |