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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 | $91,554 | $65,027+40.8% | $90,970+0.6% | $79,852+14.7% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.0%-1.4pp | 69.6%-2.0pp |
| Annual return | 10.90% | 30.45%-19.6pp | 134.58%-123.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1 | $1,247-99.9% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,579 | $2,512+42.5% | $3,373+6.1% | $3,740-4.3% |
| Admin fee / account holder | $3,046 | $4,535-32.8% | $5,960-48.9% | $5,306-42.6% |