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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 | $76,231 | $51,620+47.7% | $90,304-15.6% | $65,185+16.9% |
| Participation rate | 66.0% | 68.6%-2.6pp | 73.3%-7.3pp | 70.2%-4.2pp |
| Annual return | 22.57% | 24.94%-2.4pp | 78.13%-55.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,855-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,515 | $2,871+22.4% | $3,885-9.5% | $3,5140% |
| Admin fee / account holder | $1,174 | $384+205.5% | $5,354-78.1% | $847+38.6% |