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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 | $107,240 | $76,834+39.6% | $108,359-1.0% | $87,485+22.6% |
| Participation rate | 57.6% | 61.7%-4.2pp | 70.1%-12.5pp | 68.9%-11.4pp |
| Annual return | 15.43% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,374 | $3,100+73.4% | $4,137+29.9% | $4,274+25.8% |
| Admin fee / account holder | $7,864 | $6,537+20.3% | $9,741-19.3% | $7,775+1.2% |