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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 | $89,720 | $70,486+27.3% | $100,528-10.8% | $79,852+12.4% |
| Participation rate | 53.5% | 73.6%-20.2pp | 79.4%-25.9pp | 69.6%-16.2pp |
| Annual return | 14.41% | 21.90%-7.5pp | 30.90%-16.5pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,747 | $5,182+10.9% | $6,271-8.4% | $3,740+53.6% |
| Admin fee / account holder | $646 | $4,480-85.6% | $8,084-92.0% | $5,306-87.8% |