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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 | $113,874 | $67,602+68.4% | $82,312+38.3% | $70,126+62.4% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 12.41% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,308 | $2,987+77.7% | $3,706+43.2% | $3,332+59.3% |
| Admin fee / account holder | $2,362 | $4,512-47.6% | $5,608-57.9% | $4,645-49.2% |