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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 | $88,733 | $59,839+48.3% | $81,991+8.2% | $79,852+11.1% |
| Participation rate | 68.2% | 61.6%+6.6pp | 69.3%-1.1pp | 69.6%-1.5pp |
| Annual return | 11.99% | 17.56%-5.6pp | 41.31%-29.3pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,756 | $2,695+76.5% | $3,722+27.8% | $3,740+27.2% |
| Admin fee / account holder | $12,547 | $4,287+192.7% | $5,665+121.5% | $5,306+136.5% |