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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 | $109,799 | $86,949+26.3% | $102,460+7.2% | $80,959+35.6% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.7%-25.7pp |
| Annual return | 11.27% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,695 | $4,121-10.3% | $5,056-26.9% | $4,300-14.1% |
| Admin fee / account holder | $35,290 | $8,048+338.5% | $9,460+273.0% | $6,925+409.6% |