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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 | $111,501 | $86,949+28.2% | $102,460+8.8% | $80,959+37.7% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.7%-13.0pp |
| Annual return | 13.44% | 18.89%-5.5pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,446 | $4,121-16.4% | $5,056-31.8% | $4,300-19.9% |
| Admin fee / account holder | $3,211 | $8,048-60.1% | $9,460-66.1% | $6,925-53.6% |