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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 | $119,252 | $64,010+86.3% | $108,359+10.1% | $64,340+85.3% |
| Participation rate | 33.1% | 49.4%-16.3pp | 70.1%-37.0pp | 55.2%-22.2pp |
| Annual return | 16.32% | 19.74%-3.4pp | 36.89%-20.6pp | 24.14%-7.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,592 | $2,395+8.2% | $4,137-37.4% | $2,980-13.0% |
| Admin fee / account holder | $6,040 | $4,885+23.7% | $9,741-38.0% | $3,703+63.1% |