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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 | $125,546 | $56,894+120.7% | $84,753+48.1% | $62,881+99.7% |
| Participation rate | 67.9% | 68.5%-0.7pp | 76.6%-8.7pp | 69.3%-1.4pp |
| Annual return | 5.95% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | -$0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,320 | $2,709+22.5% | $3,712-10.6% | $3,203+3.7% |
| Admin fee / account holder | $24,603 | $3,581+587.0% | $5,333+361.3% | $4,296+472.7% |