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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 | $77,677 | $76,551+1.5% | $123,894-37.3% | $62,881+23.5% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | 20.45% | 18.68%+1.8pp | 47.52%-27.1pp | 20.14%+0.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,639 | $4,840+78.5% | $5,984+44.4% | $3,203+169.7% |
| Admin fee / account holder | $927 | $4,826-80.8% | $8,357-88.9% | $4,296-78.4% |