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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 | $105,975 | $83,485+26.9% | $125,195-15.4% | $72,976+45.2% |
| Participation rate | 43.4% | 73.3%-29.9pp | 79.8%-36.4pp | 69.5%-26.1pp |
| Annual return | 25.13% | 25.77%-0.6pp | 43.79%-18.7pp | 81.02%-55.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,758 | $3,586-51.0% | $4,937-64.4% | $3,608-51.3% |
| Admin fee / account holder | $3,478 | $5,518-37.0% | $9,704-64.2% | $5,124-32.1% |