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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 | $102,158 | $86,330+18.3% | $121,871-16.2% | $94,015+8.7% |
| Participation rate | 54.4% | 66.7%-12.3pp | 73.2%-18.8pp | 70.8%-16.4pp |
| Annual return | 13.82% | 14.95%-1.1pp | 13.57%+0.3pp | 17.84%-4.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,010 | $3,146+59.2% | $4,318+16.0% | $4,249+17.9% |
| Admin fee / account holder | $3,988 | $7,346-45.7% | $11,551-65.5% | $8,951-55.4% |