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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 | $58,848+84.6% | $88,179+23.2% | $82,637+31.5% |
| Participation rate | 22.7% | 57.9%-35.2pp | 69.1%-46.4pp | 68.1%-45.3pp |
| Annual return | 16.40% | 22.76%-6.4pp | 64.97%-48.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,290 | $3,124+37.3% | $4,614-7.0% | $4,126+4.0% |
| Admin fee / account holder | $12,591 | $4,795+162.6% | $7,673+64.1% | $7,339+71.6% |