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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 | $108,246 | $65,027+66.5% | $90,970+19.0% | $79,852+35.6% |
| Participation rate | 41.5% | 61.6%-20.1pp | 69.0%-27.5pp | 69.6%-28.1pp |
| Annual return | 16.67% | 30.45%-13.8pp | 134.58%-117.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,037 | $2,512+20.9% | $3,373-10.0% | $3,740-18.8% |
| Admin fee / account holder | $642 | $4,535-85.9% | $5,960-89.2% | $5,306-87.9% |