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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 | $89,870 | $78,520+14.5% | $96,576-6.9% | $82,448+9.0% |
| Participation rate | 52.3% | 77.7%-25.5pp | 81.4%-29.2pp | 68.1%-15.8pp |
| Annual return | 15.22% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,974 | $6,754-26.4% | $7,956-37.5% | $4,139+20.2% |
| Admin fee / account holder | $12,269 | $13,455-8.8% | $11,381+7.8% | $7,234+69.6% |