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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 | $105,586 | $93,617+12.8% | $135,982-22.4% | $75,177+40.4% |
| Participation rate | 55.2% | 75.2%-20.0pp | 81.9%-26.7pp | 67.2%-12.0pp |
| Annual return | 28.42% | 30.89%-2.5pp | 68.32%-39.9pp | 160.75%-132.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,738 | $6,406-41.7% | $7,760-51.8% | $4,126-9.4% |
| Admin fee / account holder | $5,601 | $6,980-19.7% | $10,767-48.0% | $5,651-0.9% |