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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 | $125,191 | $115,931+8.0% | $185,441-32.5% | $86,983+43.9% |
| Participation rate | 48.6% | 73.6%-25.1pp | 80.3%-31.7pp | 69.5%-21.0pp |
| Annual return | 17.57% | 21.47%-3.9pp | 20.16%-2.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,758 | $4,551+4.5% | $6,152-22.7% | $4,194+13.4% |
| Admin fee / account holder | $2,201 | $10,687-79.4% | $17,890-87.7% | $7,856-72.0% |