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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 | $77,574+42.9% | $108,753+1.9% | $86,983+27.4% |
| Participation rate | 54.4% | 62.3%-7.9pp | 71.1%-16.6pp | 69.5%-15.1pp |
| Annual return | 15.28% | 18.42%-3.1pp | 37.47%-22.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,713 | $3,128+18.7% | $4,115-9.8% | $4,194-11.5% |
| Admin fee / account holder | $3,870 | $6,529-40.7% | $10,320-62.5% | $7,856-50.7% |