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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 | $102,893 | $90,509+13.7% | $78,693+30.8% | $273,968-62.4% |
| Participation rate | 68.4% | 76.5%-8.1pp | 73.6%-5.1pp | 83.0%-14.6pp |
| Annual return | 4.92% | 75.61%-70.7pp | 62.18%-57.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $897 | $3,901-77.0% | $3,517-74.5% | $5,287-83.0% |
| Admin fee / account holder | $2,446 | $5,264-53.5% | $4,511-45.8% | $10,132-75.9% |