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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 | $100,194+3.3% | $122,979-15.8% | $86,983+19.0% |
| Participation rate | 56.1% | 73.0%-16.9pp | 77.2%-21.1pp | 69.5%-13.4pp |
| Annual return | 14.70% | 16.47%-1.8pp | 20.12%-5.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,890 | $4,133-30.1% | $5,003-42.2% | $4,194-31.1% |
| Admin fee / account holder | $11,664 | $10,148+14.9% | $12,864-9.3% | $7,856+48.5% |