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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 | $103,694 | $84,685+22.4% | $142,942-27.5% | $67,986+52.5% |
| Participation rate | 45.5% | 61.4%-15.9pp | 76.8%-31.3pp | 57.2%-11.7pp |
| Annual return | 14.91% | 35.89%-21.0pp | 113.70%-98.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $2,263-100.0% | $4,139-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,249 | $3,832+37.0% | $7,128-26.4% | $3,358+56.3% |
| Admin fee / account holder | $8,742 | $3,229+170.8% | $12,475-29.9% | $3,203+172.9% |