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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 | $115,999 | $126,661-8.4% | $113,397+2.3% | $138,895-16.5% |
| Participation rate | 43.5% | 79.4%-36.0pp | 76.5%-33.0pp | 79.9%-36.4pp |
| Annual return | 13.72% | 25.05%-11.3pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,190 | $5,693-8.8% | $5,076+2.2% | $6,396-18.9% |
| Admin fee / account holder | $21,926 | $14,549+50.7% | $11,957+83.4% | $12,562+74.5% |