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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 | $76,668 | $53,128+44.3% | $86,582-11.5% | $70,126+9.3% |
| Participation rate | 27.5% | 65.3%-37.8pp | 73.5%-46.0pp | 69.5%-42.0pp |
| Annual return | 13.96% | 27.66%-13.7pp | 965.08%-951.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,838 | $2,695+5.3% | $3,609-21.3% | $3,332-14.8% |
| Admin fee / account holder | $304 | $3,584-91.5% | $4,904-93.8% | $4,645-93.5% |