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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 | $185,896 | $60,349+208.0% | $74,184+150.6% | $62,881+195.6% |
| Participation rate | 67.5% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.8pp |
| Annual return | 6.00% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,889 | $2,856-33.9% | $3,550-46.8% | $3,203-41.0% |
| Admin fee / account holder | $8,870 | $4,261+108.2% | $5,586+58.8% | $4,296+106.5% |