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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 | $87,735 | $54,541+60.9% | $78,778+11.4% | $70,126+25.1% |
| Participation rate | 43.4% | 60.8%-17.4pp | 69.2%-25.8pp | 69.5%-26.1pp |
| Annual return | 21.38% | 21.07%+0.3pp | 35.62%-14.2pp | 73.15%-51.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,917 | $2,210+32.0% | $2,958-1.4% | $3,332-12.4% |
| Admin fee / account holder | $653 | $3,709-82.4% | $5,134-87.3% | $4,645-85.9% |