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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 | $93,491 | $73,988+26.4% | $96,538-3.2% | $75,177+24.4% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 16.55% | 26.73%-10.2pp | 35.74%-19.2pp | 160.75%-144.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,782 | $3,660+112.6% | $4,880+59.5% | $4,126+88.6% |
| Admin fee / account holder | $3,467 | $5,220-33.6% | $6,737-48.5% | $5,651-38.7% |