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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 | $104,497 | $67,602+54.6% | $82,312+27.0% | $70,126+49.0% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 20.45% | 21.57%-1.1pp | 25.88%-5.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,406 | $2,987-52.9% | $3,706-62.1% | $3,332-57.8% |
| Admin fee / account holder | $11,273 | $4,512+149.9% | $5,608+101.0% | $4,645+142.7% |