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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 | $104,885 | $67,606+55.1% | $82,313+27.4% | $70,124+49.6% |
| Participation rate | 52.7% | 72.8%-20.0pp | 76.9%-24.2pp | 69.5%-16.8pp |
| Annual return | 15.46% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,092 | $2,987+70.5% | $3,706+37.4% | $3,332+52.8% |
| Admin fee / account holder | $15,352 | $4,512+240.3% | $5,608+173.8% | $4,645+230.5% |