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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 | $104,935 | $87,132+20.4% | $105,624-0.7% | $80,959+29.6% |
| Participation rate | 64.3% | 70.4%-6.1pp | 75.3%-11.0pp | 67.7%-3.4pp |
| Annual return | 10.31% | 17.03%-6.7pp | 116.20%-105.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,355 | $3,985-15.8% | $5,013-33.1% | $4,300-22.0% |
| Admin fee / account holder | $1,486 | $8,449-82.4% | $10,961-86.4% | $6,925-78.5% |