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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 | $118,746 | $86,938+36.6% | $102,423+15.9% | $80,925+46.7% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.7%-26.5pp |
| Annual return | 17.75% | 18.89%-1.1pp | 29.42%-11.7pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,383 | $4,120+6.4% | $5,054-13.3% | $4,299+2.0% |
| Admin fee / account holder | $11,729 | $8,053+45.7% | $9,455+24.1% | $6,940+69.0% |