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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 | $74,024 | $65,246+13.5% | $98,716-25.0% | $67,986+8.9% |
| Participation rate | 42.2% | 51.4%-9.2pp | 69.3%-27.1pp | 57.2%-15.0pp |
| Annual return | 20.57% | 20.58%0pp | 31.81%-11.2pp | 31.67%-11.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,018 | $2,594+54.9% | $4,048-0.7% | $3,358+19.7% |
| Admin fee / account holder | $10,058 | $4,561+120.5% | $8,703+15.6% | $3,203+214.0% |