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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 | $112,947 | $53,837+109.8% | $75,717+49.2% | $85,856+31.6% |
| Participation rate | 67.2% | 69.1%-1.8pp | 74.8%-7.6pp | 69.3%-2.1pp |
| Annual return | 26.94% | 24.54%+2.4pp | 104.58%-77.6pp | 318.58%-291.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,104 | $2,895+7.2% | $3,821-18.7% | $3,952-21.4% |
| Admin fee / account holder | $2,745 | $3,341-17.8% | $3,619-24.2% | $6,261-56.2% |