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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 | $113,678 | $67,606+68.1% | $82,313+38.1% | $70,124+62.1% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 17.13% | 21.57%-4.4pp | 25.88%-8.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,504 | $2,987+50.8% | $3,706+21.5% | $3,332+35.2% |
| Admin fee / account holder | $5,988 | $4,512+32.7% | $5,608+6.8% | $4,645+28.9% |