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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 | $109,950 | $73,988+48.6% | $96,538+13.9% | $75,177+46.3% |
| Participation rate | 64.0% | 66.4%-2.4pp | 74.3%-10.3pp | 67.2%-3.2pp |
| Annual return | 14.57% | 26.73%-12.2pp | 35.74%-21.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,848 | $3,660+5.1% | $4,880-21.2% | $4,126-6.7% |
| Admin fee / account holder | $1,301 | $5,220-75.1% | $6,737-80.7% | $5,651-77.0% |