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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 | $101,059 | $79,955+26.4% | $98,461+2.6% | $75,173+34.4% |
| Participation rate | 43.1% | 70.4%-27.2pp | 75.2%-32.0pp | 67.2%-24.1pp |
| Annual return | 18.82% | 19.75%-0.9pp | 21.17%-2.4pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,385 | $3,752+16.8% | $4,738-7.5% | $4,126+6.3% |
| Admin fee / account holder | $20,978 | $6,841+206.6% | $8,961+134.1% | $5,651+271.3% |