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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 | $98,732 | $80,983+21.9% | $96,544+2.3% | $75,177+31.3% |
| Participation rate | 55.4% | 71.8%-16.4pp | 76.0%-20.6pp | 67.2%-11.8pp |
| Annual return | 20.27% | 27.05%-6.8pp | 25.88%-5.6pp | 160.75%-140.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,662 | $3,929-6.8% | $4,851-24.5% | $4,126-11.2% |
| Admin fee / account holder | $6,151 | $6,717-8.4% | $8,254-25.5% | $5,651+8.8% |