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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 | $119,252 | $65,246+82.8% | $98,716+20.8% | $67,986+75.4% |
| Participation rate | 33.1% | 51.4%-18.4pp | 69.3%-36.2pp | 57.2%-24.1pp |
| Annual return | 16.32% | 20.58%-4.3pp | 31.81%-15.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,592 | $2,594-0.1% | $4,048-36.0% | $3,358-22.8% |
| Admin fee / account holder | $6,040 | $4,561+32.4% | $8,703-30.6% | $3,203+88.6% |