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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 | $100,979 | $56,544+78.6% | $75,501+33.7% | $70,126+44.0% |
| Participation rate | 24.1% | 68.1%-44.0pp | 72.4%-48.2pp | 69.5%-45.4pp |
| Annual return | 17.38% | 23.59%-6.2pp | 27.35%-10.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,327 | $2,580-48.6% | $3,142-57.8% | $3,332-60.2% |
| Admin fee / account holder | $642 | $3,827-83.2% | $5,801-88.9% | $4,645-86.2% |