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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 | $107,859 | $76,367+41.2% | $93,614+15.2% | $72,983+47.8% |
| Participation rate | 58.6% | 71.7%-13.2pp | 75.8%-17.3pp | 69.5%-10.9pp |
| Annual return | 19.42% | 25.82%-6.4pp | 32.76%-13.3pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,180 | $3,538-10.1% | $4,069-21.8% | $3,608-11.8% |
| Admin fee / account holder | $29,569 | $6,838+332.4% | $7,889+274.8% | $5,124+477.1% |