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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 | $109,859 | $64,010+71.6% | $108,359+1.4% | $64,340+70.7% |
| Participation rate | 28.1% | 49.4%-21.3pp | 70.1%-42.0pp | 55.2%-27.1pp |
| Annual return | 17.54% | 19.74%-2.2pp | 36.89%-19.4pp | 24.14%-6.6pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,209 | $2,395+75.7% | $4,137+1.7% | $2,980+41.2% |
| Admin fee / account holder | $16,818 | $4,885+244.3% | $9,741+72.7% | $3,703+354.2% |