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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 | $118,566 | $58,493+102.7% | $84,021+41.1% | $72,975+62.5% |
| Participation rate | 57.5% | 61.2%-3.7pp | 69.0%-11.5pp | 69.5%-12.0pp |
| Annual return | 19.68% | 28.93%-9.3pp | 71.32%-51.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,642 | $2,394+52.1% | $3,239+12.4% | $3,608+1.0% |
| Admin fee / account holder | $757 | $4,569-83.4% | $6,102-87.6% | $5,124-85.2% |