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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 | $97,860 | $76,551+27.8% | $123,894-21.0% | $62,881+55.6% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 7.44% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,414 | $4,840-8.8% | $5,984-26.2% | $3,203+37.8% |
| Admin fee / account holder | $6,304 | $4,826+30.6% | $8,357-24.6% | $4,296+46.8% |