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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 | $99,458 | $80,763+23.1% | $102,412-2.9% | $74,459+33.6% |
| Participation rate | 46.4% | 65.7%-19.3pp | 74.5%-28.1pp | 67.2%-20.9pp |
| Annual return | 16.82% | 27.57%-10.7pp | 24.94%-8.1pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,572 | $3,862+18.4% | $5,060-9.6% | $4,350+5.1% |
| Admin fee / account holder | $2,947 | $2,371+24.3% | $8,388-64.9% | $1,945+51.5% |