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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 | $87,756 | $69,273+26.7% | $90,796-3.3% | $82,637+6.2% |
| Participation rate | 54.3% | 64.0%-9.7pp | 69.5%-15.2pp | 68.1%-13.8pp |
| Annual return | 15.26% | 18.37%-3.1pp | 19.29%-4.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,728 | $3,047-43.3% | $3,822-54.8% | $4,126-58.1% |
| Admin fee / account holder | $10,168 | $5,511+84.5% | $7,024+44.8% | $7,339+38.6% |