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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 | $74,398 | $43,075+72.7% | $74,577-0.2% | $62,881+18.3% |
| Participation rate | 64.0% | 58.1%+5.9pp | 68.1%-4.1pp | 69.3%-5.3pp |
| Annual return | 7.85% | 17.50%-9.7pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,527 | $2,389+89.5% | $3,458+30.9% | $3,203+41.3% |
| Admin fee / account holder | $3,343 | $2,840+17.7% | $4,138-19.2% | $4,296-22.2% |