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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 | $102,038 | $72,273+41.2% | $101,275+0.8% | $79,856+27.8% |
| Participation rate | 26.2% | 68.5%-42.3pp | 75.8%-49.6pp | 69.6%-43.5pp |
| Annual return | 24.02% | 22.30%+1.7pp | 46.48%-22.5pp | 31.71%-7.7pp |
| Employer contribution / active EE | $516 | $2,691-80.8% | $3,660-85.9% | $2,471-79.1% |
| Participant deferral / active EE | $2,548 | $3,282-22.3% | $4,371-41.7% | $3,741-31.9% |
| Admin fee / account holder | $8,744 | $4,401+98.7% | $5,948+47.0% | $5,306+64.8% |