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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 | $113,549 | $97,550+16.4% | $120,344-5.6% | $87,485+29.8% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.7%-25.1pp | 68.9%-17.3pp |
| Annual return | 21.01% | 18.41%+2.6pp | 20.30%+0.7pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,054 | $4,230-51.4% | $5,135-60.0% | $4,274-51.9% |
| Admin fee / account holder | $15,834 | $9,543+65.9% | $12,742+24.3% | $7,775+103.7% |