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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 | $108,588 | $62,672+73.3% | $185,117-41.3% | $70,126+54.8% |
| Participation rate | 31.5% | 63.8%-32.3pp | 77.3%-45.8pp | 69.5%-38.1pp |
| Annual return | 19.17% | 40.79%-21.6pp | 40.50%-21.3pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,495 | $3,272-54.3% | $5,045-70.4% | $3,332-55.1% |
| Admin fee / account holder | $6,363 | $3,932+61.8% | $8,159-22.0% | $4,645+37.0% |