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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 | $84,520 | $67,606+25.0% | $82,313+2.7% | $70,124+20.5% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 15.92% | 21.57%-5.6pp | 25.88%-10.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,070 | $2,987+103.2% | $3,706+63.8% | $3,332+82.2% |
| Admin fee / account holder | $6,524 | $4,512+44.6% | $5,608+16.3% | $4,645+40.4% |