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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 | $134,438 | $115,931+16.0% | $185,441-27.5% | $86,983+54.6% |
| Participation rate | 64.3% | 73.6%-9.3pp | 80.3%-16.0pp | 69.5%-5.3pp |
| Annual return | 14.47% | 21.47%-7.0pp | 20.16%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,489 | $4,551-1.4% | $6,152-27.0% | $4,194+7.0% |
| Admin fee / account holder | $66,076 | $10,687+518.3% | $17,890+269.3% | $7,856+741.1% |