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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 | $104,918 | $56,054+87.2% | $171,082-38.7% | $62,881+66.9% |
| Participation rate | 60.0% | 62.9%-2.9pp | 76.7%-16.7pp | 69.3%-9.3pp |
| Annual return | 12.53% | 22.52%-10.0pp | 32.56%-20.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,383 | $3,158+38.8% | $4,797-8.6% | $3,203+36.8% |
| Admin fee / account holder | $10,817 | $3,647+196.6% | $8,520+27.0% | $4,296+151.8% |