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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 | $87,910 | $81,358+8.1% | $155,556-43.5% | $80,959+8.6% |
| Participation rate | 47.4% | 66.3%-18.9pp | 78.2%-30.9pp | 67.7%-20.3pp |
| Annual return | 14.31% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,524 | $3,455+30.9% | $5,631-19.7% | $4,300+5.2% |
| Admin fee / account holder | $26,190 | $7,994+227.6% | $15,885+64.9% | $6,925+278.2% |