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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 | $109,197 | $52,580+107.7% | $71,671+52.4% | $70,126+55.7% |
| Participation rate | 65.4% | 60.9%+4.5pp | 68.7%-3.4pp | 69.5%-4.2pp |
| Annual return | 12.27% | 20.25%-8.0pp | 20.65%-8.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,259 | $2,386+36.6% | $3,438-5.2% | $3,332-2.2% |
| Admin fee / account holder | $3,295 | $3,653-9.8% | $5,558-40.7% | $4,645-29.1% |