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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 | $69,273+47.5% | $90,796+12.5% | $82,637+23.6% |
| Participation rate | 54.4% | 64.0%-9.6pp | 69.5%-15.1pp | 68.1%-13.7pp |
| Annual return | 13.82% | 18.37%-4.5pp | 19.29%-5.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,010 | $3,047+64.4% | $3,822+31.1% | $4,126+21.4% |
| Admin fee / account holder | $3,988 | $5,511-27.6% | $7,024-43.2% | $7,339-45.7% |