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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 | $90,887 | $52,279+73.8% | $89,414+1.6% | $79,852+13.8% |
| Participation rate | 67.7% | 57.5%+10.2pp | 68.0%-0.2pp | 69.6%-1.9pp |
| Annual return | 14.43% | 22.16%-7.7pp | 245.50%-231.1pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,830 | $2,740-33.2% | $3,890-53.0% | $3,740-51.1% |
| Admin fee / account holder | $4,852 | $3,356+44.5% | $4,883-0.6% | $5,306-8.6% |