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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 | $83,739 | $48,364+73.1% | $71,796+16.6% | $62,881+33.2% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 6.20% | 13.16%-7.0pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,777 | $2,091+32.8% | $2,794-0.6% | $3,203-13.3% |
| Admin fee / account holder | $8,241 | $3,771+118.5% | $4,815+71.2% | $4,296+91.8% |