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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 | $123,450 | $58,493+111.0% | $84,023+46.9% | $72,976+69.2% |
| Participation rate | 68.8% | 61.2%+7.5pp | 69.0%-0.3pp | 69.5%-0.7pp |
| Annual return | 17.22% | 28.93%-11.7pp | 71.32%-54.1pp | 81.02%-63.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,270 | $2,394-5.2% | $3,239-29.9% | $3,608-37.1% |
| Admin fee / account holder | $1,794 | $4,569-60.7% | $6,102-70.6% | $5,124-65.0% |