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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 | $105,761 | $79,955+32.3% | $98,461+7.4% | $75,173+40.7% |
| Participation rate | 38.9% | 70.4%-31.5pp | 75.2%-36.3pp | 67.2%-28.3pp |
| Annual return | 14.50% | 19.75%-5.2pp | 21.17%-6.7pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,263 | $3,752-39.7% | $4,738-52.2% | $4,126-45.2% |
| Admin fee / account holder | $12,088 | $6,841+76.7% | $8,961+34.9% | $5,651+113.9% |