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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 | $100,962 | $47,848+111.0% | $81,473+23.9% | $70,124+44.0% |
| Participation rate | 43.8% | 58.3%-14.5pp | 68.0%-24.2pp | 69.5%-25.8pp |
| Annual return | 22.16% | 27.25%-5.1pp | 38.78%-16.6pp | 73.14%-51.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,847 | $2,453+16.1% | $3,537-19.5% | $3,332-14.6% |
| Admin fee / account holder | $13,756 | $3,145+337.4% | $4,561+201.6% | $4,645+196.1% |