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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 | $104,397 | $64,359+62.2% | $90,161+15.8% | $70,124+48.9% |
| Participation rate | 63.2% | 70.4%-7.2pp | 76.9%-13.6pp | 69.5%-6.3pp |
| Annual return | 23.16% | 28.13%-5.0pp | 34.89%-11.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,304 | $4,389+89.2% | $5,287+57.0% | $3,332+149.2% |
| Admin fee / account holder | $426 | $3,945-89.2% | $5,943-92.8% | $4,645-90.8% |