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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 | $98,481 | $86,919+13.3% | $102,457-3.9% | $80,911+21.7% |
| Participation rate | 36.2% | 72.4%-36.1pp | 76.5%-40.3pp | 67.6%-31.4pp |
| Annual return | 14.17% | 18.90%-4.7pp | 29.41%-15.2pp | 35.63%-21.5pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,110 | $4,119-48.8% | $5,054-58.3% | $4,297-50.9% |
| Admin fee / account holder | $7,943 | $8,049-1.3% | $9,451-16.0% | $6,935+14.5% |