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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 | $113,309 | $101,798+11.3% | $165,071-31.4% | $80,935+40.0% |
| Participation rate | 61.8% | 71.8%-10.1pp | 78.6%-16.9pp | 67.7%-5.9pp |
| Annual return | 12.62% | 16.73%-4.1pp | 70.17%-57.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,583 | $4,476-20.0% | $6,035-40.6% | $4,299-16.7% |
| Admin fee / account holder | $1,853 | $8,221-77.5% | $12,695-85.4% | $6,924-73.2% |