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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 | $94,691 | $78,423+20.7% | $95,964-1.3% | $79,856+18.6% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.9pp | 69.6%-0.4pp |
| Annual return | 14.75% | 19.37%-4.6pp | 91.64%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,279 | $3,440+111.6% | $4,167+74.7% | $3,741+94.6% |
| Admin fee / account holder | $764 | $5,622-86.4% | $6,797-88.8% | $5,306-85.6% |