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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 | $85,667 | $55,930+53.2% | $76,089+12.6% | $80,925+5.9% |
| Participation rate | 62.7% | 62.1%+0.6pp | 69.1%-6.4pp | 67.7%-5.0pp |
| Annual return | 11.36% | 20.58%-9.2pp | 360.94%-349.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,084 | $3,051-31.7% | $4,259-51.1% | $4,299-51.5% |
| Admin fee / account holder | $2,645 | $5,241-49.5% | $6,418-58.8% | $6,940-61.9% |