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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 | $105,215 | $67,606+55.6% | $82,313+27.8% | $70,124+50.0% |
| Participation rate | 38.2% | 72.8%-34.5pp | 76.9%-38.7pp | 69.5%-31.3pp |
| Annual return | 15.23% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,490 | $2,987+83.8% | $3,706+48.1% | $3,332+64.8% |
| Admin fee / account holder | $857 | $4,512-81.0% | $5,608-84.7% | $4,645-81.5% |