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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 | $105,648 | $69,590+51.8% | $136,867-22.8% | $94,015+12.4% |
| Participation rate | 56.3% | 66.3%-10.1pp | 74.5%-18.3pp | 70.8%-14.6pp |
| Annual return | 14.61% | 19.62%-5.0pp | 42.97%-28.4pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,147 | $3,437-8.4% | $4,924-36.1% | $4,249-25.9% |
| Admin fee / account holder | $4,027 | $8,912-54.8% | $10,340-61.1% | $8,951-55.0% |