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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 | $99,042 | $67,602+46.5% | $82,312+20.3% | $70,126+41.2% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.9pp | 69.5%-8.6pp |
| Annual return | 14.92% | 21.57%-6.6pp | 25.88%-11.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,548 | $2,987-14.7% | $3,706-31.3% | $3,332-23.5% |
| Admin fee / account holder | $5,436 | $4,512+20.5% | $5,608-3.1% | $4,645+17.0% |