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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 | $106,163 | $108,825-2.4% | $156,181-32.0% | $82,448+28.8% |
| Participation rate | 58.7% | 72.4%-13.7pp | 78.8%-20.1pp | 68.1%-9.4pp |
| Annual return | 14.83% | 20.59%-5.8pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,091 | $4,577-32.5% | $6,132-49.6% | $4,139-25.3% |
| Admin fee / account holder | $22,523 | $9,341+141.1% | $14,586+54.4% | $7,234+211.3% |