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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 | $107,240 | $73,787+45.3% | $98,716+8.6% | $82,448+30.1% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.3%-11.7pp | 68.1%-10.5pp |
| Annual return | 15.43% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,374 | $3,081+74.4% | $4,048+32.8% | $4,139+29.8% |
| Admin fee / account holder | $7,864 | $6,500+21.0% | $8,703-9.6% | $7,234+8.7% |