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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 | $114,571 | $58,493+95.9% | $84,023+36.4% | $72,976+57.0% |
| Participation rate | 46.3% | 61.2%-15.0pp | 69.0%-22.7pp | 69.5%-23.2pp |
| Annual return | 23.51% | 28.93%-5.4pp | 71.32%-47.8pp | 81.02%-57.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,830 | $2,394+18.2% | $3,239-12.6% | $3,608-21.6% |
| Admin fee / account holder | $12,961 | $4,569+183.7% | $6,102+112.4% | $5,124+152.9% |