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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 | $99,657 | $63,845+56.1% | $81,370+22.5% | $80,959+23.1% |
| Participation rate | 19.4% | 63.9%-44.4pp | 69.5%-50.1pp | 67.7%-48.2pp |
| Annual return | 13.25% | 16.37%-3.1pp | 24.85%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,278 | $3,093-58.7% | $3,885-67.1% | $4,300-70.3% |
| Admin fee / account holder | $4,546 | $5,688-20.1% | $5,749-20.9% | $6,925-34.4% |