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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 | $66,957 | $58,828+13.8% | $78,002-14.2% | $62,881+6.5% |
| Participation rate | 69.6% | 71.1%-1.4pp | 75.5%-5.9pp | 69.3%+0.3pp |
| Annual return | 5.25% | 17.16%-11.9pp | 425.99%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,802 | $2,686+4.3% | $3,497-19.9% | $3,203-12.5% |
| Admin fee / account holder | $4,440 | $4,393+1.1% | $5,481-19.0% | $4,296+3.4% |