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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 | $112,238 | $91,760+22.3% | $156,181-28.1% | $67,986+65.1% |
| Participation rate | 43.6% | 65.0%-21.4pp | 78.8%-35.2pp | 57.2%-13.6pp |
| Annual return | 15.92% | 18.14%-2.2pp | 64.87%-48.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,244 | $3,960-43.3% | $6,132-63.4% | $3,358-33.2% |
| Admin fee / account holder | $2,453 | $3,949-37.9% | $14,586-83.2% | $3,203-23.4% |