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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 | $99,576 | $84,236+18.2% | $170,435-41.6% | $70,126+42.0% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 22.81% | 23.06%-0.3pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,610 | $3,086-15.4% | $4,939-47.2% | $3,332-21.6% |
| Admin fee / account holder | $2,518 | $5,698-55.8% | $13,881-81.9% | $4,645-45.8% |