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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 | $113,188 | $78,520+44.2% | $96,576+17.2% | $82,448+37.3% |
| Participation rate | 39.4% | 77.7%-38.3pp | 81.4%-42.0pp | 68.1%-28.7pp |
| Annual return | 16.17% | 41.30%-25.1pp | 38.47%-22.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,965 | $6,754-26.5% | $7,956-37.6% | $4,139+19.9% |
| Admin fee / account holder | $10,961 | $13,455-18.5% | $11,381-3.7% | $7,234+51.5% |