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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 | $81,334+19.6% | $113,397-14.2% | $64,097+51.7% |
| Participation rate | 43.4% | 65.6%-22.3pp | 76.5%-33.1pp | 55.2%-11.8pp |
| Annual return | 15.30% | 32.50%-17.2pp | 23.20%-7.9pp | 34.64%-19.3pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,451 | $3,795-9.1% | $5,076-32.0% | $3,080+12.1% |
| Admin fee / account holder | $8,872 | $4,208+110.8% | $11,957-25.8% | $3,454+156.8% |