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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 | $88,828 | $56,287+57.8% | $80,977+9.7% | $62,881+41.3% |
| Participation rate | 50.0% | 68.9%-18.9pp | 75.8%-25.8pp | 69.3%-19.3pp |
| Annual return | 8.24% | 22.13%-13.9pp | 17.11%-8.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,598 | $4,196+9.6% | $5,696-19.3% | $3,203+43.6% |
| Admin fee / account holder | $3,251 | $3,742-13.1% | $5,517-41.1% | $4,296-24.3% |