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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 | $112,293 | $95,404+17.7% | $113,397-1.0% | $82,637+35.9% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 14.39% | 19.08%-4.7pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,077 | $4,220-27.1% | $5,076-39.4% | $4,126-25.4% |
| Admin fee / account holder | $10,913 | $9,168+19.0% | $11,957-8.7% | $7,339+48.7% |