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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 | $63,456+73.9% | $100,712+9.5% | $64,097+72.1% |
| Participation rate | 63.4% | 49.7%+13.7pp | 69.3%-5.9pp | 55.2%+8.2pp |
| Annual return | 13.80% | 19.65%-5.9pp | 33.27%-19.5pp | 34.64%-20.8pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,918 | $2,463+59.0% | $4,085-4.1% | $3,080+27.2% |
| Admin fee / account holder | $5,663 | $4,808+17.8% | $9,256-38.8% | $3,454+63.9% |