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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 | $97,602 | $76,551+27.5% | $123,894-21.2% | $62,881+55.2% |
| Participation rate | 57.9% | 73.0%-15.1pp | 81.4%-23.5pp | 69.3%-11.4pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,844 | $4,840+0.1% | $5,984-19.1% | $3,203+51.2% |
| Admin fee / account holder | $2,738 | $4,826-43.3% | $8,357-67.2% | $4,296-36.3% |