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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 | $100,297 | $91,559+9.5% | $133,971-25.1% | $79,852+25.6% |
| Participation rate | 42.3% | 73.3%-31.0pp | 79.8%-37.5pp | 69.6%-27.3pp |
| Annual return | 10.31% | 61.85%-51.5pp | 45.09%-34.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,811 | $3,734+2.1% | $5,047-24.5% | $3,740+1.9% |
| Admin fee / account holder | $1,768 | $6,321-72.0% | $8,929-80.2% | $5,306-66.7% |