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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 | $94,761 | $91,559+3.5% | $133,971-29.3% | $79,852+18.7% |
| Participation rate | 63.0% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.7pp |
| Annual return | 12.67% | 61.85%-49.2pp | 45.09%-32.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,859 | $3,734-23.4% | $5,047-43.3% | $3,740-23.6% |
| Admin fee / account holder | $6,663 | $6,321+5.4% | $8,929-25.4% | $5,306+25.6% |