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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 | $130,617 | $78,520+66.3% | $96,576+35.2% | $82,448+58.4% |
| Participation rate | 39.2% | 77.7%-38.5pp | 81.4%-42.2pp | 68.1%-28.9pp |
| Annual return | 20.83% | 41.30%-20.5pp | 38.47%-17.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,301 | $6,754-6.7% | $7,956-20.8% | $4,139+52.2% |
| Admin fee / account holder | $41,677 | $13,455+209.8% | $11,381+266.2% | $7,234+476.1% |