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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 | $91,307 | $53,774+69.8% | $134,162-31.9% | $79,852+14.3% |
| Participation rate | 24.0% | 58.8%-34.8pp | 72.2%-48.2pp | 69.6%-45.6pp |
| Annual return | 21.47% | 19.01%+2.5pp | 36.35%-14.9pp | 31.72%-10.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,410 | $2,420-41.8% | $3,500-59.7% | $3,740-62.3% |
| Admin fee / account holder | $9,899 | $3,985+148.4% | $6,685+48.1% | $5,306+86.5% |