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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 | $119,660 | $114,712+4.3% | $173,730-31.1% | $87,485+36.8% |
| Participation rate | 63.0% | 73.0%-10.0pp | 79.6%-16.6pp | 68.9%-6.0pp |
| Annual return | 12.22% | 20.18%-8.0pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,864 | $4,642+4.8% | $6,326-23.1% | $4,274+13.8% |
| Admin fee / account holder | $17,042 | $10,210+66.9% | $17,523-2.8% | $7,775+119.2% |