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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 | $119,369 | $76,371+56.3% | $93,621+27.5% | $72,976+63.6% |
| Participation rate | 56.9% | 71.8%-14.8pp | 75.8%-18.9pp | 69.5%-12.5pp |
| Annual return | 19.45% | 25.82%-6.4pp | 32.76%-13.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,683 | $3,538+32.4% | $4,070+15.1% | $3,608+29.8% |
| Admin fee / account holder | $45,502 | $6,839+565.3% | $7,890+476.7% | $5,124+788.0% |