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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 | $99,308 | $69,444+43.0% | $92,985+6.8% | $87,485+13.5% |
| Participation rate | 20.0% | 63.3%-43.3pp | 69.5%-49.5pp | 68.9%-48.9pp |
| Annual return | 21.32% | 23.85%-2.5pp | 27.99%-6.7pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,410 | $3,364-58.1% | $4,377-67.8% | $4,274-67.0% |
| Admin fee / account holder | $12,985 | $6,137+111.6% | $9,463+37.2% | $7,775+67.0% |