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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 | $88,972 | $81,457+9.2% | $103,378-13.9% | $80,911+10.0% |
| Participation rate | 29.9% | 66.8%-37.0pp | 74.5%-44.7pp | 67.6%-37.8pp |
| Annual return | 12.58% | 25.58%-13.0pp | 24.91%-12.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,080 | $3,871-20.4% | $5,058-39.1% | $4,297-28.3% |
| Admin fee / account holder | $8,321 | $6,717+23.9% | $8,401-0.9% | $6,935+20.0% |