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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 | $82,126 | $56,544+45.2% | $75,501+8.8% | $70,126+17.1% |
| Participation rate | 38.1% | 68.1%-30.0pp | 72.4%-34.3pp | 69.5%-31.4pp |
| Annual return | 17.10% | 23.59%-6.5pp | 27.35%-10.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,419 | $2,580+32.5% | $3,142+8.8% | $3,332+2.6% |
| Admin fee / account holder | $2,776 | $3,827-27.4% | $5,801-52.1% | $4,645-40.2% |