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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 | $74,024 | $63,456+16.7% | $100,712-26.5% | $64,097+15.5% |
| Participation rate | 42.2% | 49.7%-7.4pp | 69.3%-27.0pp | 55.2%-12.9pp |
| Annual return | 20.57% | 19.65%+0.9pp | 33.27%-12.7pp | 34.64%-14.1pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $4,018 | $2,463+63.1% | $4,085-1.6% | $3,080+30.5% |
| Admin fee / account holder | $10,058 | $4,808+109.2% | $9,256+8.7% | $3,454+191.2% |