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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 | $67,894+50.5% | $89,340+14.3% | $82,448+23.9% |
| Participation rate | 54.4% | 64.0%-9.7pp | 69.6%-15.2pp | 68.1%-13.7pp |
| Annual return | 13.82% | 19.21%-5.4pp | 20.57%-6.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,010 | $3,072+63.1% | $3,823+31.1% | $4,139+21.0% |
| Admin fee / account holder | $3,988 | $5,723-30.3% | $6,704-40.5% | $7,234-44.9% |