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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 | $101,491 | $57,590+76.2% | $86,233+17.7% | $82,448+23.1% |
| Participation rate | 59.6% | 57.9%+1.7pp | 69.0%-9.4pp | 68.1%-8.5pp |
| Annual return | 19.59% | 22.41%-2.8pp | 61.39%-41.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,182 | $3,080+3.3% | $4,559-30.2% | $4,139-23.1% |
| Admin fee / account holder | $2,378 | $4,730-49.7% | $8,342-71.5% | $7,234-67.1% |