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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 | $98,213 | $80,985+21.3% | $96,576+1.7% | $75,181+30.6% |
| Participation rate | 43.3% | 71.8%-28.4pp | 76.0%-32.6pp | 67.2%-23.9pp |
| Annual return | 15.46% | 27.05%-11.6pp | 25.87%-10.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,703 | $3,929-5.7% | $4,851-23.7% | $4,126-10.2% |
| Admin fee / account holder | $719 | $6,719-89.3% | $8,253-91.3% | $5,650-87.3% |