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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 | $103,535 | $95,453+8.5% | $112,040-7.6% | $82,448+25.6% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.5%-20.4pp | 68.1%-12.0pp |
| Annual return | 14.70% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,890 | $4,224-31.6% | $5,098-43.3% | $4,139-30.2% |
| Admin fee / account holder | $11,664 | $9,013+29.4% | $12,098-3.6% | $7,234+61.2% |