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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 | $83,898+18.4% | $133,346-25.5% | $94,015+5.6% |
| Participation rate | 50.9% | 63.4%-12.4pp | 72.8%-21.9pp | 70.8%-19.9pp |
| Annual return | 12.95% | 16.00%-3.1pp | 36.85%-23.9pp | 17.84%-4.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,153 | $3,245-2.8% | $4,332-27.2% | $4,249-25.8% |
| Admin fee / account holder | $17,454 | $7,809+123.5% | $14,264+22.4% | $8,951+95.0% |