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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 | $104,629 | $81,358+28.6% | $155,556-32.7% | $80,959+29.2% |
| Participation rate | 48.4% | 66.3%-17.9pp | 78.2%-29.8pp | 67.7%-19.3pp |
| Annual return | 18.28% | 33.39%-15.1pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,589 | $3,455+32.8% | $5,631-18.5% | $4,300+6.7% |
| Admin fee / account holder | $662 | $7,994-91.7% | $15,885-95.8% | $6,925-90.4% |