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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 | $75,860 | $71,208+6.5% | $93,681-19.0% | $80,911-6.2% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.6%+1.6pp |
| Annual return | 14.91% | 11.27%+3.6pp | 133.47%-118.6pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,820 | $4,035+19.5% | $4,415+9.2% | $4,297+12.2% |
| Admin fee / account holder | $23,018 | $6,951+231.2% | $8,290+177.7% | $6,935+231.9% |