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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 | $111,911 | $78,428+42.7% | $95,960+16.6% | $79,852+40.1% |
| Participation rate | 67.7% | 73.5%-5.8pp | 77.1%-9.3pp | 69.6%-1.9pp |
| Annual return | 22.49% | 19.37%+3.1pp | 91.63%-69.1pp | 31.72%-9.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,268 | $3,440-34.1% | $4,167-45.6% | $3,740-39.4% |
| Admin fee / account holder | $761 | $5,622-86.5% | $6,797-88.8% | $5,306-85.7% |