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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 | $109,040 | $81,331+34.1% | $155,534-29.9% | $80,935+34.7% |
| Participation rate | 28.3% | 66.3%-38.0pp | 78.2%-50.0pp | 67.7%-39.4pp |
| Annual return | 19.69% | 33.37%-13.7pp | 64.92%-45.2pp | 35.66%-16.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,685 | $3,454-51.2% | $5,630-70.1% | $4,299-60.8% |
| Admin fee / account holder | $4,414 | $7,999-44.8% | $15,900-72.2% | $6,924-36.3% |