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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 | $110,344 | $69,977+57.7% | $108,582+1.6% | $62,881+75.5% |
| Participation rate | 37.5% | 72.9%-35.4pp | 79.6%-42.1pp | 69.3%-31.8pp |
| Annual return | 6.34% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,040 | $3,165+27.7% | $4,311-6.3% | $3,203+26.1% |
| Admin fee / account holder | $4,254 | $5,076-16.2% | $7,645-44.4% | $4,296-1.0% |