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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 | $102,766 | $87,132+17.9% | $105,624-2.7% | $80,959+26.9% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.0pp | 67.7%+1.6pp |
| Annual return | 16.32% | 17.03%-0.7pp | 116.20%-99.9pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,187 | $3,985+5.0% | $5,013-16.5% | $4,300-2.6% |
| Admin fee / account holder | $1,308 | $8,449-84.5% | $10,961-88.1% | $6,925-81.1% |