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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 | $99,320 | $76,834+29.3% | $108,359-8.3% | $87,485+13.5% |
| Participation rate | 50.9% | 61.7%-10.8pp | 70.1%-19.2pp | 68.9%-18.0pp |
| Annual return | 12.95% | 19.09%-6.1pp | 36.89%-23.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,153 | $3,100+1.7% | $4,137-23.8% | $4,274-26.2% |
| Admin fee / account holder | $17,454 | $6,537+167.0% | $9,741+79.2% | $7,775+124.5% |