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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 | $92,624 | $76,371+21.3% | $93,621-1.1% | $72,975+26.9% |
| Participation rate | 45.5% | 71.8%-26.3pp | 75.8%-30.4pp | 69.5%-24.0pp |
| Annual return | 20.33% | 25.82%-5.5pp | 32.76%-12.4pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,351 | $3,538-33.6% | $4,070-42.2% | $3,608-34.8% |
| Admin fee / account holder | $19,287 | $6,839+182.0% | $7,890+144.4% | $5,124+276.4% |