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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 | $123,078 | $101,763+20.9% | $164,866-25.3% | $80,874+52.2% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.6%-3.4pp |
| Annual return | 18.93% | 16.73%+2.2pp | 69.97%-51.0pp | 35.62%-16.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,381 | $4,477-24.5% | $6,033-44.0% | $4,297-21.3% |
| Admin fee / account holder | $7,594 | $8,228-7.7% | $12,689-40.2% | $6,935+9.5% |