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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 | $123,525 | $58,493+111.2% | $84,023+47.0% | $72,976+69.3% |
| Participation rate | 63.8% | 61.2%+2.6pp | 69.0%-5.2pp | 69.5%-5.7pp |
| Annual return | 19.62% | 28.93%-9.3pp | 71.32%-51.7pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,314 | $2,394+38.4% | $3,239+2.3% | $3,608-8.1% |
| Admin fee / account holder | $5,408 | $4,569+18.4% | $6,102-11.4% | $5,124+5.5% |