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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 | $108,945 | $95,453+14.1% | $112,040-2.8% | $82,448+32.1% |
| Participation rate | 43.5% | 72.8%-29.3pp | 76.5%-33.0pp | 68.1%-24.6pp |
| Annual return | 13.55% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,753 | $4,224-34.8% | $5,098-46.0% | $4,139-33.5% |
| Admin fee / account holder | $5,806 | $9,013-35.6% | $12,098-52.0% | $7,234-19.7% |