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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 | $87,465+11.2% | $122,979-20.9% | $65,306+48.9% |
| Participation rate | 43.4% | 66.0%-22.6pp | 77.2%-33.8pp | 57.7%-14.3pp |
| Annual return | 15.30% | 19.76%-4.5pp | 20.12%-4.8pp | 21.94%-6.6pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,451 | $3,705-6.9% | $5,003-31.0% | $2,959+16.6% |
| Admin fee / account holder | $8,872 | $5,100+74.0% | $12,864-31.0% | $3,480+155.0% |