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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 | $110,386 | $80,992+36.3% | $96,534+14.3% | $75,173+46.8% |
| Participation rate | 63.2% | 71.8%-8.6pp | 76.0%-12.8pp | 67.2%-4.0pp |
| Annual return | 17.42% | 27.05%-9.6pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,123 | $3,929+30.4% | $4,851+5.6% | $4,126+24.1% |
| Admin fee / account holder | $15,358 | $6,717+128.6% | $8,253+86.1% | $5,651+171.8% |