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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 | $92,931 | $77,358+20.1% | $102,184-9.1% | $87,485+6.2% |
| Participation rate | 53.5% | 78.7%-25.2pp | 82.6%-29.1pp | 68.9%-15.4pp |
| Annual return | 15.42% | 41.11%-25.7pp | 31.58%-16.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,166 | $6,753-38.3% | $8,309-49.9% | $4,274-2.5% |
| Admin fee / account holder | $15,654 | $6,809+129.9% | $11,609+34.8% | $7,775+101.3% |