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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 | $83,061+35.6% | $126,068-10.7% | $94,015+19.8% |
| Participation rate | 45.1% | 81.2%-36.1pp | 84.7%-39.6pp | 70.8%-25.7pp |
| Annual return | 25.28% | 20.41%+4.9pp | 15.01%+10.3pp | 17.84%+7.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,886 | $7,042-16.4% | $8,214-28.3% | $4,249+38.5% |
| Admin fee / account holder | $13,472 | $7,208+86.9% | $18,264-26.2% | $8,951+50.5% |