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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 | $80,398 | $115,931-30.7% | $185,441-56.6% | $86,983-7.6% |
| Participation rate | 21.4% | 73.6%-52.2pp | 80.3%-58.8pp | 69.5%-48.1pp |
| Annual return | 11.59% | 21.47%-9.9pp | 20.16%-8.6pp | 25.83%-14.2pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,345 | $4,551-48.5% | $6,152-61.9% | $4,194-44.1% |
| Admin fee / account holder | $29,843 | $10,687+179.3% | $17,890+66.8% | $7,856+279.9% |