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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 | $112,425 | $65,364+72.0% | $92,909+21.0% | $72,975+54.1% |
| Participation rate | 59.6% | 68.3%-8.7pp | 76.0%-16.4pp | 69.5%-9.9pp |
| Annual return | 27.02% | 42.11%-15.1pp | 109.44%-82.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,090 | $3,128+126.6% | $4,238+67.3% | $3,608+96.5% |
| Admin fee / account holder | $4,691 | $4,251+10.3% | $5,795-19.0% | $5,124-8.4% |