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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 | $71,197+6.5% | $93,669-19.0% | $80,925-6.3% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.7%+1.6pp |
| Annual return | 14.91% | 11.27%+3.6pp | 133.59%-118.7pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,820 | $4,036+19.4% | $4,416+9.2% | $4,299+12.1% |
| Admin fee / account holder | $23,018 | $6,959+230.8% | $8,291+177.6% | $6,940+231.7% |