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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 | $78,753 | $54,763+43.8% | $90,324-12.8% | $72,976+7.9% |
| Participation rate | 65.3% | 65.2%+0.2pp | 73.3%-8.0pp | 69.5%-4.2pp |
| Annual return | 21.16% | 30.63%-9.5pp | 78.15%-57.0pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,417 | $2,887+18.4% | $3,885-12.1% | $3,608-5.3% |
| Admin fee / account holder | $5,475 | $3,973+37.8% | $5,356+2.2% | $5,124+6.8% |