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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 | $66,830 | $57,119+17.0% | $85,187-21.5% | $80,935-17.4% |
| Participation rate | 58.2% | 56.4%+1.8pp | 67.5%-9.3pp | 67.7%-9.5pp |
| Annual return | 23.84% | 21.70%+2.1pp | 66.67%-42.8pp | 35.66%-11.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,668 | $3,115-46.4% | $4,525-63.1% | $4,299-61.2% |
| Admin fee / account holder | $5,221 | $4,990+4.6% | $6,162-15.3% | $6,924-24.6% |