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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 | $115,326 | $48,364+138.5% | $71,796+60.6% | $62,881+83.4% |
| Participation rate | 63.0% | 60.6%+2.3pp | 69.1%-6.1pp | 69.3%-6.3pp |
| Annual return | 7.98% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,288 | $2,091+57.2% | $2,794+17.7% | $3,203+2.7% |
| Admin fee / account holder | $642 | $3,771-83.0% | $4,815-86.7% | $4,296-85.1% |