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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 | $144,326 | $83,485+72.9% | $125,192+15.3% | $72,975+97.8% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 23.51% | 25.77%-2.3pp | 43.79%-20.3pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,503 | $3,586+25.6% | $4,937-8.8% | $3,608+24.8% |
| Admin fee / account holder | $7,433 | $5,518+34.7% | $9,704-23.4% | $5,124+45.1% |