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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 | $93,072 | $81,476+14.2% | $102,383-9.1% | $80,925+15.0% |
| Participation rate | 31.1% | 66.8%-35.7pp | 74.5%-43.4pp | 67.7%-36.5pp |
| Annual return | 15.38% | 25.59%-10.2pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,000 | $3,871-48.3% | $5,060-60.5% | $4,299-53.5% |
| Admin fee / account holder | $13,350 | $6,717+98.7% | $8,391+59.1% | $6,940+92.4% |