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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 | $91,967 | $48,078+91.3% | $78,676+16.9% | $62,881+46.3% |
| Participation rate | 54.0% | 65.2%-11.2pp | 73.6%-19.6pp | 69.3%-15.3pp |
| Annual return | 7.75% | 31.36%-23.6pp | 62.19%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,995 | $2,587+93.1% | $3,517+42.0% | $3,203+55.9% |
| Admin fee / account holder | $17,977 | $3,206+460.7% | $4,510+298.6% | $4,296+318.5% |