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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 | $101,543 | $59,804+69.8% | $81,982+23.9% | $79,856+27.2% |
| Participation rate | 61.9% | 61.6%+0.3pp | 69.3%-7.4pp | 69.6%-7.7pp |
| Annual return | 14.85% | 17.56%-2.7pp | 41.31%-26.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,930 | $2,695+8.7% | $3,722-21.3% | $3,741-21.7% |
| Admin fee / account holder | $3,192 | $4,288-25.6% | $5,665-43.6% | $5,306-39.8% |