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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 | $76,946 | $72,027+6.8% | $185,861-58.6% | $79,856-3.6% |
| Participation rate | 69.0% | 65.8%+3.2pp | 78.0%-9.1pp | 69.6%-0.7pp |
| Annual return | 25.94% | 23.13%+2.8pp | 35.96%-10.0pp | 31.71%-5.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,076 | $3,780+166.6% | $5,634+78.8% | $3,741+169.4% |
| Admin fee / account holder | $26,725 | $4,513+492.2% | $9,503+181.2% | $5,306+403.6% |