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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 | $90,360 | $57,590+56.9% | $86,233+4.8% | $82,448+9.6% |
| Participation rate | 45.5% | 57.9%-12.4pp | 69.0%-23.6pp | 68.1%-22.6pp |
| Annual return | 25.84% | 22.41%+3.4pp | 61.39%-35.6pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,310 | $3,080+7.5% | $4,559-27.4% | $4,139-20.0% |
| Admin fee / account holder | $2,843 | $4,730-39.9% | $8,342-65.9% | $7,234-60.7% |