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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 | $104,307 | $55,889+86.6% | $76,119+37.0% | $80,935+28.9% |
| Participation rate | 42.9% | 62.1%-19.2pp | 69.1%-26.2pp | 67.7%-24.8pp |
| Annual return | 18.29% | 20.58%-2.3pp | 361.25%-343.0pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,780 | $3,051+89.4% | $4,259+35.7% | $4,299+34.4% |
| Admin fee / account holder | $4,150 | $5,241-20.8% | $6,421-35.4% | $6,924-40.1% |