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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 | $115,232 | $73,978+55.8% | $96,515+19.4% | $75,173+53.3% |
| Participation rate | 45.7% | 66.4%-20.8pp | 74.3%-28.7pp | 67.2%-21.6pp |
| Annual return | 15.08% | 26.72%-11.6pp | 35.73%-20.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,970 | $3,660-18.9% | $4,880-39.1% | $4,126-28.0% |
| Admin fee / account holder | $7,863 | $5,219+50.7% | $6,735+16.7% | $5,651+39.1% |