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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 | $74,155 | $44,746+65.7% | $88,179-15.9% | $64,097+15.7% |
| Participation rate | 57.6% | 39.8%+17.8pp | 69.1%-11.5pp | 55.2%+2.4pp |
| Annual return | 27.62% | 24.70%+2.9pp | 64.97%-37.4pp | 34.64%-7.0pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $9,634 | $2,072+365.0% | $4,614+108.8% | $3,080+212.8% |
| Admin fee / account holder | $17,313 | $3,437+403.7% | $7,673+125.6% | $3,454+401.2% |