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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 | $112,966 | $95,453+18.3% | $112,040+0.8% | $82,448+37.0% |
| Participation rate | 59.6% | 72.8%-13.1pp | 76.5%-16.8pp | 68.1%-8.4pp |
| Annual return | 14.68% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,689 | $4,224-12.7% | $5,098-27.6% | $4,139-10.9% |
| Admin fee / account holder | $17,184 | $9,013+90.6% | $12,098+42.0% | $7,234+137.5% |