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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 | $99,311 | $88,996+11.6% | $78,004+27.3% | $138,895-28.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 10.46% | 28.03%-17.6pp | 31.07%-20.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,767 | $4,724+0.9% | $4,092+16.5% | $6,396-25.5% |
| Admin fee / account holder | $7,393 | $8,807-16.1% | $7,578-2.4% | $12,562-41.1% |