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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 | $108,654 | $57,590+88.7% | $86,233+26.0% | $82,448+31.8% |
| Participation rate | 22.7% | 57.9%-35.1pp | 69.0%-46.3pp | 68.1%-45.3pp |
| Annual return | 16.40% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,290 | $3,080+39.3% | $4,559-5.9% | $4,139+3.6% |
| Admin fee / account holder | $12,591 | $4,730+166.2% | $8,342+50.9% | $7,234+74.1% |