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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 | $107,476 | $56,277+91.0% | $80,976+32.7% | $62,891+70.9% |
| Participation rate | 56.5% | 69.0%-12.4pp | 75.8%-19.3pp | 69.3%-12.8pp |
| Annual return | 8.19% | 22.12%-13.9pp | 17.10%-8.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,764 | $4,195+61.2% | $5,696+18.8% | $3,203+111.2% |
| Admin fee / account holder | $4,025 | $3,741+7.6% | $5,516-27.0% | $4,296-6.3% |