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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 | $112,260 | $81,276+38.1% | $155,574-27.8% | $80,925+38.7% |
| Participation rate | 32.1% | 66.2%-34.2pp | 78.2%-46.2pp | 67.7%-35.6pp |
| Annual return | 10.92% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,800 | $3,453+10.1% | $5,629-32.5% | $4,299-11.6% |
| Admin fee / account holder | $37,366 | $7,993+367.5% | $15,914+134.8% | $6,940+438.4% |