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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 | $98,465 | $67,602+45.7% | $82,312+19.6% | $70,126+40.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 17.48% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,820 | $2,987+94.8% | $3,706+57.0% | $3,332+74.7% |
| Admin fee / account holder | $8,682 | $4,512+92.4% | $5,608+54.8% | $4,645+86.9% |