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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 | $109,044 | $83,898+30.0% | $133,346-18.2% | $94,015+16.0% |
| Participation rate | 55.4% | 63.4%-7.9pp | 72.8%-17.4pp | 70.8%-15.4pp |
| Annual return | 10.97% | 16.00%-5.0pp | 36.85%-25.9pp | 17.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,314 | $3,245+32.9% | $4,332-0.4% | $4,249+1.5% |
| Admin fee / account holder | $5,586 | $7,809-28.5% | $14,264-60.8% | $8,951-37.6% |