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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 | $58,983 | $213,785-72.4% | $185,441-68.2% | $155,188-62.0% |
| Participation rate | 10.0% | 83.2%-73.2pp | 80.3%-70.3pp | 80.8%-70.8pp |
| Annual return | 23.57% | 19.97%+3.6pp | 20.16%+3.4pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,824 | $6,864-58.9% | $6,152-54.1% | $6,531-56.8% |
| Admin fee / account holder | $32,260 | $21,134+52.6% | $17,890+80.3% | $14,480+122.8% |