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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 | $74,380 | $56,054+32.7% | $171,082-56.5% | $62,881+18.3% |
| Participation rate | 65.0% | 62.9%+2.1pp | 76.7%-11.7pp | 69.3%-4.3pp |
| Annual return | 9.18% | 22.52%-13.3pp | 32.56%-23.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,962 | $3,158+25.5% | $4,797-17.4% | $3,203+23.7% |
| Admin fee / account holder | $14,553 | $3,647+299.1% | $8,520+70.8% | $4,296+238.8% |