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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 | $92,419 | $64,359+43.6% | $90,161+2.5% | $70,124+31.8% |
| Participation rate | 43.8% | 70.4%-26.7pp | 76.9%-33.1pp | 69.5%-25.8pp |
| Annual return | 17.05% | 28.13%-11.1pp | 34.89%-17.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,395 | $4,389+91.3% | $5,287+58.8% | $3,332+152.0% |
| Admin fee / account holder | $5,637 | $3,945+42.9% | $5,943-5.1% | $4,645+21.4% |