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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 | $118,642 | $106,864+11.0% | $147,318-19.5% | $82,637+43.6% |
| Participation rate | 42.9% | 75.5%-32.6pp | 82.1%-39.2pp | 68.1%-25.2pp |
| Annual return | 14.65% | 27.49%-12.8pp | 70.43%-55.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,446 | $6,496-62.3% | $7,906-69.1% | $4,126-40.7% |
| Admin fee / account holder | $8,892 | $8,415+5.7% | $13,708-35.1% | $7,339+21.2% |