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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 | $89,858 | $79,955+12.4% | $98,461-8.7% | $75,173+19.5% |
| Participation rate | 24.6% | 70.4%-45.7pp | 75.2%-50.5pp | 67.2%-42.6pp |
| Annual return | 13.43% | 19.75%-6.3pp | 21.17%-7.7pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,669 | $3,752-55.5% | $4,738-64.8% | $4,126-59.6% |
| Admin fee / account holder | $14,406 | $6,841+110.6% | $8,961+60.8% | $5,651+154.9% |