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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 | $104,420 | $67,411+54.9% | $91,004+14.7% | $70,126+48.9% |
| Participation rate | 67.6% | 71.4%-3.8pp | 75.6%-8.0pp | 69.5%-2.0pp |
| Annual return | 29.75% | -40.16%+69.9pp | 4.60%+25.1pp | 73.15%-43.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,830 | $2,823+283.7% | $3,548+205.3% | $3,332+225.0% |
| Admin fee / account holder | $338 | $4,236-92.0% | $5,417-93.8% | $4,645-92.7% |