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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 | $72,607+40.7% | $90,259+13.2% | $87,485+16.8% |
| Participation rate | 54.4% | 64.8%-10.4pp | 70.7%-16.4pp | 68.9%-14.5pp |
| Annual return | 13.82% | 18.59%-4.8pp | 18.88%-5.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,010 | $3,055+64.0% | $3,827+30.9% | $4,274+17.2% |
| Admin fee / account holder | $3,988 | $5,947-32.9% | $7,267-45.1% | $7,775-48.7% |