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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 | $96,362 | $67,602+42.5% | $82,312+17.1% | $70,126+37.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 12.53% | 21.57%-9.0pp | 25.88%-13.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,761 | $2,987-7.6% | $3,706-25.5% | $3,332-17.1% |
| Admin fee / account holder | $5,649 | $4,512+25.2% | $5,608+0.7% | $4,645+21.6% |