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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 | $64,151 | $45,872+39.8% | $77,096-16.8% | $68,486-6.3% |
| Participation rate | 65.3% | 55.9%+9.4pp | 67.9%-2.6pp | 67.9%-2.6pp |
| Annual return | 17.18% | 1.73%+15.5pp | 42.35%-25.2pp | -7.85%+25.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,025 | $2,963+2.1% | $4,429-31.7% | $4,028-24.9% |
| Admin fee / account holder | $7,027 | $3,041+131.1% | $5,428+29.5% | $5,404+30.0% |