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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 | $94,266 | $55,889+68.7% | $76,119+23.8% | $80,935+16.5% |
| Participation rate | 61.9% | 62.1%-0.2pp | 69.1%-7.2pp | 67.7%-5.8pp |
| Annual return | 15.24% | 20.58%-5.3pp | 361.25%-346.0pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,608 | $3,051+51.0% | $4,259+8.2% | $4,299+7.2% |
| Admin fee / account holder | $2,065 | $5,241-60.6% | $6,421-67.8% | $6,924-70.2% |