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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 | $103,461 | $99,994+3.5% | $146,643-29.4% | $85,847+20.5% |
| Participation rate | 61.8% | 73.1%-11.3pp | 80.1%-18.3pp | 69.3%-7.6pp |
| Annual return | 19.84% | 18.93%+0.9pp | 22.75%-2.9pp | 318.61%-298.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,589 | $4,006-35.4% | $5,506-53.0% | $3,952-34.5% |
| Admin fee / account holder | $19,189 | $7,703+149.1% | $10,280+86.7% | $6,261+206.5% |