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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 | $70,735 | $65,364+8.2% | $92,909-23.9% | $72,975-3.1% |
| Participation rate | 43.6% | 68.3%-24.7pp | 76.0%-32.4pp | 69.5%-25.9pp |
| Annual return | 20.84% | 42.11%-21.3pp | 109.44%-88.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,821 | $3,128+22.1% | $4,238-9.8% | $3,608+5.9% |
| Admin fee / account holder | $7,492 | $4,251+76.2% | $5,795+29.3% | $5,124+46.2% |