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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 | $107,515 | $81,262+32.3% | $155,602-30.9% | $80,911+32.9% |
| Participation rate | 29.2% | 66.2%-37.0pp | 78.2%-49.0pp | 67.6%-38.4pp |
| Annual return | 15.48% | 33.34%-17.9pp | 64.81%-49.3pp | 35.63%-20.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,075 | $3,451-10.9% | $5,629-45.4% | $4,297-28.4% |
| Admin fee / account holder | $13,204 | $7,992+65.2% | $15,923-17.1% | $6,935+90.4% |