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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 | $141,268 | $101,798+38.8% | $165,071-14.4% | $80,935+74.5% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 18.02% | 16.73%+1.3pp | 70.17%-52.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,303 | $4,476-3.9% | $6,035-28.7% | $4,299+0.1% |
| Admin fee / account holder | $7,363 | $8,221-10.4% | $12,695-42.0% | $6,924+6.3% |