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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 | $114,413 | $95,453+19.9% | $112,040+2.1% | $82,448+38.8% |
| Participation rate | 64.4% | 72.8%-8.3pp | 76.5%-12.1pp | 68.1%-3.7pp |
| Annual return | 15.90% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,896 | $4,224-31.4% | $5,098-43.2% | $4,139-30.0% |
| Admin fee / account holder | $4,239 | $9,013-53.0% | $12,098-65.0% | $7,234-41.4% |