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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 | $72,297 | $64,010+12.9% | $108,359-33.3% | $64,340+12.4% |
| Participation rate | 36.8% | 49.4%-12.6pp | 70.1%-33.3pp | 55.2%-18.4pp |
| Annual return | 20.90% | 19.74%+1.2pp | 36.89%-16.0pp | 24.14%-3.2pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,083 | $2,395+28.7% | $4,137-25.5% | $2,980+3.5% |
| Admin fee / account holder | $9,801 | $4,885+100.6% | $9,741+0.6% | $3,703+164.7% |