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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 | $112,074 | $52,306+114.3% | $69,779+60.6% | $62,881+78.2% |
| Participation rate | 43.8% | 67.2%-23.5pp | 71.8%-28.1pp | 69.3%-25.6pp |
| Annual return | 6.15% | 13.35%-7.2pp | 12.99%-6.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,403 | $2,395-41.4% | $2,931-52.1% | $3,203-56.2% |
| Admin fee / account holder | $3,886 | $3,691+5.3% | $4,381-11.3% | $4,296-9.5% |