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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 | $99,739 | $105,623-5.6% | $87,502+14.0% | $273,972-63.6% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 5.58% | 12.26%-6.7pp | 12.21%-6.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,805 | $3,601-22.1% | $3,149-10.9% | $5,287-46.9% |
| Admin fee / account holder | $1,407 | $4,781-70.6% | $4,221-66.7% | $10,133-86.1% |