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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 | $74,991 | $63,365+18.3% | $91,994-18.5% | $72,976+2.8% |
| Participation rate | 57.5% | 72.5%-15.0pp | 78.6%-21.1pp | 69.5%-12.0pp |
| Annual return | 31.29% | 35.35%-4.1pp | 69.04%-37.8pp | 81.02%-49.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,976 | $4,883-18.6% | $5,924-32.9% | $3,608+10.2% |
| Admin fee / account holder | $3,276 | $4,670-29.8% | $7,744-57.7% | $5,124-36.1% |