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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 | $110,078 | $81,457+35.1% | $103,378+6.5% | $80,911+36.0% |
| Participation rate | 44.9% | 66.8%-21.9pp | 74.5%-29.6pp | 67.6%-22.7pp |
| Annual return | 20.26% | 25.58%-5.3pp | 24.91%-4.7pp | 35.63%-15.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,678 | $3,871+20.9% | $5,058-7.5% | $4,297+8.9% |
| Admin fee / account holder | $8,429 | $6,717+25.5% | $8,401+0.3% | $6,935+21.5% |