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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 | $84,669 | $76,551+10.6% | $123,894-31.7% | $62,881+34.6% |
| Participation rate | 56.0% | 73.0%-17.0pp | 81.4%-25.5pp | 69.3%-13.4pp |
| Annual return | 12.59% | 18.68%-6.1pp | 47.52%-34.9pp | 20.14%-7.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,280 | $4,840+71.1% | $5,984+38.4% | $3,203+158.5% |
| Admin fee / account holder | $10,296 | $4,826+113.3% | $8,357+23.2% | $4,296+139.7% |