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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 | $97,238 | $85,515+13.7% | $112,040-13.2% | $67,986+43.0% |
| Participation rate | 43.4% | 68.2%-24.9pp | 76.5%-33.1pp | 57.2%-13.8pp |
| Annual return | 15.30% | 29.68%-14.4pp | 24.52%-9.2pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,451 | $4,014-14.0% | $5,098-32.3% | $3,358+2.8% |
| Admin fee / account holder | $8,872 | $3,774+135.1% | $12,098-26.7% | $3,203+177.0% |