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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 | $102,645 | $105,623-2.8% | $87,502+17.3% | $273,972-62.5% |
| Participation rate | 69.2% | 78.2%-9.0pp | 73.8%-4.6pp | 83.0%-13.8pp |
| Annual return | 14.88% | 12.26%+2.6pp | 12.21%+2.7pp | 41.46%-26.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,894 | $3,601+63.7% | $3,149+87.2% | $5,287+11.5% |
| Admin fee / account holder | $316 | $4,781-93.4% | $4,221-92.5% | $10,133-96.9% |