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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 | $93,703 | $80,985+15.7% | $96,576-3.0% | $75,181+24.6% |
| Participation rate | 68.3% | 71.8%-3.5pp | 76.0%-7.7pp | 67.2%+1.1pp |
| Annual return | 16.90% | 27.05%-10.1pp | 25.87%-9.0pp | 160.69%-143.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,484 | $3,929+166.8% | $4,851+116.1% | $4,126+154.1% |
| Admin fee / account holder | $13,196 | $6,719+96.4% | $8,253+59.9% | $5,650+133.6% |