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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 | $85,469 | $57,541+48.5% | $95,728-10.7% | $75,181+13.7% |
| Participation rate | 25.4% | 62.5%-37.1pp | 72.3%-46.8pp | 67.2%-41.8pp |
| Annual return | 18.11% | 34.93%-16.8pp | 28.40%-10.3pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,282 | $3,074-58.3% | $4,245-69.8% | $4,126-68.9% |
| Admin fee / account holder | $5,120 | $4,099+24.9% | $5,673-9.7% | $5,650-9.4% |