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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 | $97,361 | $81,504+19.5% | $102,437-5.0% | $80,959+20.3% |
| Participation rate | 54.1% | 66.9%-12.8pp | 74.5%-20.4pp | 67.7%-13.6pp |
| Annual return | 13.25% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,403 | $3,871+13.8% | $5,060-13.0% | $4,300+2.4% |
| Admin fee / account holder | $9,667 | $6,719+43.9% | $8,388+15.3% | $6,925+39.6% |