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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 | $104,646 | $83,908+24.7% | $68,509+52.7% | $125,388-16.5% |
| Participation rate | 42.1% | 78.2%-36.1pp | 74.7%-32.6pp | 83.2%-41.1pp |
| Annual return | 1.54% | 14.48%-12.9pp | 8.27%-6.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,878 | $4,125-6.0% | $3,382+14.6% | $5,352-27.5% |
| Admin fee / account holder | $44,350 | $8,982+393.8% | $5,275+740.8% | $9,541+364.9% |