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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 | $83,498 | $78,707+6.1% | $117,861-29.2% | $70,126+19.1% |
| Participation rate | 68.5% | 73.2%-4.7pp | 79.7%-11.2pp | 69.5%-1.0pp |
| Annual return | 15.89% | 23.30%-7.4pp | 335.11%-319.2pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,923 | $3,297-11.4% | $4,482-34.8% | $3,332-12.3% |
| Admin fee / account holder | $5,105 | $5,066+0.8% | $8,021-36.3% | $4,645+9.9% |