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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 | $77,358+47.5% | $102,184+11.7% | $87,485+30.4% |
| Participation rate | 65.4% | 78.7%-13.3pp | 82.6%-17.2pp | 68.9%-3.5pp |
| Annual return | 16.95% | 41.11%-24.2pp | 31.58%-14.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,567 | $6,753+115.7% | $8,309+75.3% | $4,274+240.9% |
| Admin fee / account holder | $14,878 | $6,809+118.5% | $11,609+28.2% | $7,775+91.4% |