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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 | $131,358 | $72,492+81.2% | $87,102+50.8% | $72,983+80.0% |
| Participation rate | 53.1% | 72.8%-19.7pp | 76.9%-23.7pp | 69.5%-16.4pp |
| Annual return | 20.10% | 24.46%-4.4pp | 28.19%-8.1pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,834 | $3,270+47.8% | $4,048+19.4% | $3,608+34.0% |
| Admin fee / account holder | $7,327 | $5,055+44.9% | $7,491-2.2% | $5,124+43.0% |