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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 | $114,153 | $72,269+58.0% | $101,271+12.7% | $79,852+43.0% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 15.07% | 22.29%-7.2pp | 46.48%-31.4pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,734 | $3,282-47.2% | $4,371-60.3% | $3,740-53.6% |
| Admin fee / account holder | $2,486 | $4,401-43.5% | $5,948-58.2% | $5,306-53.2% |