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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 | $92,815 | $81,331+14.1% | $155,534-40.3% | $80,935+14.7% |
| Participation rate | 58.6% | 66.3%-7.6pp | 78.2%-19.6pp | 67.7%-9.0pp |
| Annual return | 11.25% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,249 | $3,454+23.0% | $5,630-24.5% | $4,299-1.2% |
| Admin fee / account holder | $8,227 | $7,999+2.8% | $15,900-48.3% | $6,924+18.8% |