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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 | $110,852 | $83,898+32.1% | $133,346-16.9% | $94,015+17.9% |
| Participation rate | 54.4% | 63.4%-8.9pp | 72.8%-18.4pp | 70.8%-16.4pp |
| Annual return | 15.28% | 16.00%-0.7pp | 36.85%-21.6pp | 17.84%-2.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,713 | $3,245+14.4% | $4,332-14.3% | $4,249-12.6% |
| Admin fee / account holder | $3,870 | $7,809-50.4% | $14,264-72.9% | $8,951-56.8% |