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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 | $95,879 | $76,371+25.5% | $93,621+2.4% | $72,976+31.4% |
| Participation rate | 53.5% | 71.8%-18.3pp | 75.8%-22.3pp | 69.5%-16.0pp |
| Annual return | 25.82% | 25.82%0pp | 32.76%-6.9pp | 81.02%-55.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,566 | $3,538+29.0% | $4,070+12.2% | $3,608+26.6% |
| Admin fee / account holder | $3,557 | $6,839-48.0% | $7,890-54.9% | $5,124-30.6% |