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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 | $83,193 | $66,673+24.8% | $203,872-59.2% | $65,306+27.4% |
| Participation rate | 61.5% | 53.8%+7.7pp | 77.8%-16.3pp | 57.7%+3.9pp |
| Annual return | 15.02% | 15.81%-0.8pp | 85.11%-70.1pp | 21.94%-6.9pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $3,757-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,940 | $2,944+33.8% | $6,388-38.3% | $2,959+33.1% |
| Admin fee / account holder | $6,271 | $5,686+10.3% | $11,730-46.5% | $3,480+80.2% |