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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 | $66,482 | $52,279+27.2% | $89,414-25.6% | $79,852-16.7% |
| Participation rate | 31.0% | 57.5%-26.5pp | 68.0%-36.9pp | 69.6%-38.6pp |
| Annual return | 11.74% | 22.16%-10.4pp | 245.50%-233.8pp | 31.72%-20.0pp |
| Employer contribution / active EE | -$3 | $1,572-100.2% | $2,586-100.1% | $2,471-100.1% |
| Participant deferral / active EE | $2,940 | $2,740+7.3% | $3,890-24.4% | $3,740-21.4% |
| Admin fee / account holder | $4,648 | $3,356+38.5% | $4,883-4.8% | $5,306-12.4% |