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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 | $115,529 | $108,825+6.2% | $156,181-26.0% | $82,448+40.1% |
| Participation rate | 22.9% | 72.4%-49.5pp | 78.8%-56.0pp | 68.1%-45.2pp |
| Annual return | 14.44% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,405 | $4,577-47.5% | $6,132-60.8% | $4,139-41.9% |
| Admin fee / account holder | $8,381 | $9,341-10.3% | $14,586-42.5% | $7,234+15.8% |