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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 | $57,447 | $65,246-12.0% | $98,716-41.8% | $67,986-15.5% |
| Participation rate | 57.9% | 51.4%+6.5pp | 69.3%-11.4pp | 57.2%+0.7pp |
| Annual return | 17.34% | 20.58%-3.2pp | 31.81%-14.5pp | 31.67%-14.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,440 | $2,594+71.2% | $4,048+9.7% | $3,358+32.2% |
| Admin fee / account holder | $9,711 | $4,561+112.9% | $8,703+11.6% | $3,203+203.2% |