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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 | $104,836 | $87,834+19.4% | $133,975-21.8% | $62,881+66.7% |
| Participation rate | 64.3% | 83.4%-19.1pp | 87.1%-22.8pp | 69.3%-5.0pp |
| Annual return | 5.93% | 12.05%-6.1pp | 29.29%-23.4pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,758 | $4,812-21.9% | $6,282-40.2% | $3,203+17.3% |
| Admin fee / account holder | $1,961 | $5,372-63.5% | $9,324-79.0% | $4,296-54.3% |