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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 | $104,432 | $83,485+25.1% | $125,192-16.6% | $72,975+43.1% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 17.48% | 25.77%-8.3pp | 43.79%-26.3pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,272 | $3,586-36.6% | $4,937-54.0% | $3,608-37.0% |
| Admin fee / account holder | $644 | $5,518-88.3% | $9,704-93.4% | $5,124-87.4% |