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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 | $85,821 | $53,774+59.6% | $134,162-36.0% | $79,852+7.5% |
| Participation rate | 61.3% | 58.8%+2.5pp | 72.2%-10.9pp | 69.6%-8.3pp |
| Annual return | 18.30% | 19.01%-0.7pp | 36.35%-18.1pp | 31.72%-13.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,150 | $2,420-11.2% | $3,500-38.6% | $3,740-42.5% |
| Admin fee / account holder | $3,516 | $3,985-11.8% | $6,685-47.4% | $5,306-33.7% |