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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 | $99,657 | $64,462+54.6% | $81,482+22.3% | $80,911+23.2% |
| Participation rate | 19.4% | 63.9%-44.4pp | 69.5%-50.1pp | 67.6%-48.2pp |
| Annual return | 13.25% | 16.35%-3.1pp | 24.79%-11.5pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,278 | $3,094-58.7% | $3,885-67.1% | $4,297-70.3% |
| Admin fee / account holder | $4,546 | $5,678-19.9% | $5,761-21.1% | $6,935-34.4% |