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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 | $92,872 | $78,520+18.3% | $96,576-3.8% | $82,448+12.6% |
| Participation rate | 69.6% | 77.7%-8.2pp | 81.4%-11.9pp | 68.1%+1.5pp |
| Annual return | 57.74% | 41.30%+16.4pp | 38.47%+19.3pp | 41.64%+16.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,058 | $6,754+4.5% | $7,956-11.3% | $4,139+70.5% |
| Admin fee / account holder | $4,574 | $13,455-66.0% | $11,381-59.8% | $7,234-36.8% |