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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 | $113,549 | $104,098+9.1% | $140,514-19.2% | $94,015+20.8% |
| Participation rate | 51.6% | 73.7%-22.1pp | 77.8%-26.2pp | 70.8%-19.2pp |
| Annual return | 21.01% | 15.14%+5.9pp | 14.36%+6.7pp | 17.84%+3.2pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,054 | $4,033-49.1% | $4,919-58.2% | $4,249-51.7% |
| Admin fee / account holder | $15,834 | $10,439+51.7% | $13,697+15.6% | $8,951+76.9% |