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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 | $112,627 | $78,520+43.4% | $96,576+16.6% | $82,448+36.6% |
| Participation rate | 45.1% | 77.7%-32.6pp | 81.4%-36.3pp | 68.1%-23.0pp |
| Annual return | 25.28% | 41.30%-16.0pp | 38.47%-13.2pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,886 | $6,754-12.9% | $7,956-26.0% | $4,139+42.2% |
| Admin fee / account holder | $13,472 | $13,455+0.1% | $11,381+18.4% | $7,234+86.2% |