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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 | $108,514 | $88,707+22.3% | $74,184+46.3% | $273,972-60.4% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.6%-11.6pp | 83.0%-18.0pp |
| Annual return | 10.64% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,118 | $4,212+21.5% | $3,550+44.2% | $5,287-3.2% |
| Admin fee / account holder | $13,349 | $8,717+53.1% | $5,586+139.0% | $10,133+31.7% |