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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 | $110,323 | $64,010+72.4% | $108,359+1.8% | $64,340+71.5% |
| Participation rate | 63.4% | 49.4%+14.0pp | 70.1%-6.7pp | 55.2%+8.1pp |
| Annual return | 13.80% | 19.74%-5.9pp | 36.89%-23.1pp | 24.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,918 | $2,395+63.6% | $4,137-5.3% | $2,980+31.5% |
| Admin fee / account holder | $5,663 | $4,885+15.9% | $9,741-41.9% | $3,703+53.0% |