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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 | $109,347 | $48,078+127.4% | $78,676+39.0% | $62,881+73.9% |
| Participation rate | 68.7% | 65.2%+3.5pp | 73.6%-4.9pp | 69.3%-0.6pp |
| Annual return | 28.96% | 31.36%-2.4pp | 62.19%-33.2pp | 20.14%+8.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,600 | $2,587+77.8% | $3,517+30.8% | $3,203+43.6% |
| Admin fee / account holder | $1,554 | $3,206-51.5% | $4,510-65.5% | $4,296-63.8% |