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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 | $107,196 | $55,930+91.7% | $76,089+40.9% | $80,925+32.5% |
| Participation rate | 60.3% | 62.1%-1.8pp | 69.1%-8.8pp | 67.7%-7.4pp |
| Annual return | 20.36% | 20.58%-0.2pp | 360.94%-340.6pp | 35.65%-15.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,138 | $3,051+35.6% | $4,259-2.8% | $4,299-3.7% |
| Admin fee / account holder | $2,585 | $5,241-50.7% | $6,418-59.7% | $6,940-62.8% |