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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 | $116,793 | $114,712+1.8% | $173,730-32.8% | $87,485+33.5% |
| Participation rate | 56.6% | 73.0%-16.4pp | 79.6%-23.0pp | 68.9%-12.3pp |
| Annual return | 12.29% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,442 | $4,642-25.8% | $6,326-45.6% | $4,274-19.5% |
| Admin fee / account holder | $1,555 | $10,210-84.8% | $17,523-91.1% | $7,775-80.0% |