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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 | $123,903 | $95,404+29.9% | $113,397+9.3% | $82,637+49.9% |
| Participation rate | 53.9% | 72.8%-18.9pp | 76.5%-22.5pp | 68.1%-14.1pp |
| Annual return | 24.54% | 19.08%+5.5pp | 23.20%+1.3pp | 53.51%-29.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,091 | $4,220+68.1% | $5,076+39.7% | $4,126+71.9% |
| Admin fee / account holder | $33,322 | $9,168+263.5% | $11,957+178.7% | $7,339+354.1% |