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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 | $107,691 | $80,983+33.0% | $96,544+11.5% | $75,177+43.2% |
| Participation rate | 48.8% | 71.8%-23.0pp | 76.0%-27.2pp | 67.2%-18.4pp |
| Annual return | 19.60% | 27.05%-7.4pp | 25.88%-6.3pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,992 | $3,929-49.3% | $4,851-58.9% | $4,126-51.7% |
| Admin fee / account holder | $6,463 | $6,717-3.8% | $8,254-21.7% | $5,651+14.4% |