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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 | $120,290 | $76,551+57.1% | $123,894-2.9% | $62,881+91.3% |
| Participation rate | 52.4% | 73.0%-20.6pp | 81.4%-29.0pp | 69.3%-16.9pp |
| Annual return | 8.69% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,061 | $4,840+4.6% | $5,984-15.4% | $3,203+58.0% |
| Admin fee / account holder | $6,968 | $4,826+44.4% | $8,357-16.6% | $4,296+62.2% |