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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 | $81,354 | $58,828+38.3% | $78,002+4.3% | $62,881+29.4% |
| Participation rate | 62.0% | 71.1%-9.0pp | 75.5%-13.5pp | 69.3%-7.3pp |
| Annual return | 6.35% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,529 | $2,686-43.1% | $3,497-56.3% | $3,203-52.3% |
| Admin fee / account holder | $7,248 | $4,393+65.0% | $5,481+32.2% | $4,296+68.7% |