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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 | $103,376 | $56,544+82.8% | $75,501+36.9% | $70,126+47.4% |
| Participation rate | 59.7% | 68.1%-8.4pp | 72.4%-12.7pp | 69.5%-9.8pp |
| Annual return | 16.56% | 23.59%-7.0pp | 27.35%-10.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,030 | $2,580-60.1% | $3,142-67.2% | $3,332-69.1% |
| Admin fee / account holder | $2,233 | $3,827-41.6% | $5,801-61.5% | $4,645-51.9% |