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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 | $92,426 | $76,834+20.3% | $108,359-14.7% | $87,485+5.6% |
| Participation rate | 38.7% | 61.7%-23.0pp | 70.1%-31.4pp | 68.9%-30.2pp |
| Annual return | 23.00% | 19.09%+3.9pp | 36.89%-13.9pp | 26.06%-3.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,753 | $3,100+21.1% | $4,137-9.3% | $4,274-12.2% |
| Admin fee / account holder | $6,771 | $6,537+3.6% | $9,741-30.5% | $7,775-12.9% |