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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 | $104,028 | $73,787+41.0% | $98,716+5.4% | $82,448+26.2% |
| Participation rate | 58.5% | 61.4%-2.9pp | 69.3%-10.8pp | 68.1%-9.5pp |
| Annual return | 14.65% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,398 | $3,081+42.7% | $4,048+8.7% | $4,139+6.3% |
| Admin fee / account holder | $5,102 | $6,500-21.5% | $8,703-41.4% | $7,234-29.5% |