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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 | $114,089 | $78,520+45.3% | $96,576+18.1% | $82,448+38.4% |
| Participation rate | 65.4% | 77.7%-12.3pp | 81.4%-16.1pp | 68.1%-2.7pp |
| Annual return | 16.95% | 41.30%-24.4pp | 38.47%-21.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,567 | $6,754+115.7% | $7,956+83.1% | $4,139+251.9% |
| Admin fee / account holder | $14,878 | $13,455+10.6% | $11,381+30.7% | $7,234+105.7% |