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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 | $117,657 | $58,493+101.1% | $84,021+40.0% | $72,975+61.2% |
| Participation rate | 41.9% | 61.2%-19.4pp | 69.0%-27.2pp | 69.5%-27.6pp |
| Annual return | 18.28% | 28.93%-10.6pp | 71.32%-53.0pp | 81.01%-62.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,510 | $2,394+4.9% | $3,239-22.5% | $3,608-30.4% |
| Admin fee / account holder | $1,187 | $4,569-74.0% | $6,102-80.5% | $5,124-76.8% |