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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 | $123,603 | $65,246+89.4% | $98,716+25.2% | $67,986+81.8% |
| Participation rate | 34.4% | 51.4%-17.0pp | 69.3%-34.9pp | 57.2%-22.8pp |
| Annual return | 15.10% | 20.58%-5.5pp | 31.81%-16.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,140 | $2,594-56.1% | $4,048-71.8% | $3,358-66.1% |
| Admin fee / account holder | $4,457 | $4,561-2.3% | $8,703-48.8% | $3,203+39.1% |