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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 | $100,202 | $65,027+54.1% | $90,970+10.1% | $79,852+25.5% |
| Participation rate | 64.1% | 61.6%+2.5pp | 69.0%-4.9pp | 69.6%-5.5pp |
| Annual return | 12.16% | 30.45%-18.3pp | 134.58%-122.4pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,789 | $2,512+50.8% | $3,373+12.3% | $3,740+1.3% |
| Admin fee / account holder | $2,766 | $4,535-39.0% | $5,960-53.6% | $5,306-47.9% |