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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 | $101,012 | $77,574+30.2% | $108,753-7.1% | $86,983+16.1% |
| Participation rate | 44.4% | 62.3%-17.9pp | 71.1%-26.6pp | 69.5%-25.1pp |
| Annual return | 17.48% | 18.42%-0.9pp | 37.47%-20.0pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,903 | $3,128-7.2% | $4,115-29.4% | $4,194-30.8% |
| Admin fee / account holder | $848 | $6,529-87.0% | $10,320-91.8% | $7,856-89.2% |