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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 | $117,015 | $91,439+28.0% | $135,974-13.9% | $71,511+63.6% |
| Participation rate | 63.0% | 75.7%-12.7pp | 81.9%-18.9pp | 67.9%-4.9pp |
| Annual return | 19.05% | 29.90%-10.8pp | 68.30%-49.3pp | 28.86%-9.8pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,827 | $7,093+10.3% | $7,760+0.9% | $4,291+82.4% |
| Admin fee / account holder | $1,456 | $1,267+14.9% | $10,767-86.5% | $1,588-8.4% |