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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 | $108,435 | $80,992+33.9% | $96,534+12.3% | $75,173+44.2% |
| Participation rate | 63.9% | 71.8%-7.9pp | 76.0%-12.0pp | 67.2%-3.3pp |
| Annual return | 20.56% | 27.05%-6.5pp | 25.88%-5.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,573 | $3,929+41.8% | $4,851+14.9% | $4,126+35.1% |
| Admin fee / account holder | $7,559 | $6,717+12.5% | $8,253-8.4% | $5,651+33.8% |