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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 | $133,753 | $87,132+53.5% | $105,624+26.6% | $80,959+65.2% |
| Participation rate | 68.4% | 70.4%-2.0pp | 75.3%-6.9pp | 67.7%+0.8pp |
| Annual return | 31.69% | 17.03%+14.7pp | 116.20%-84.5pp | 35.67%-4.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,159 | $3,985-20.7% | $5,013-37.0% | $4,300-26.5% |
| Admin fee / account holder | $8,921 | $8,449+5.6% | $10,961-18.6% | $6,925+28.8% |