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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 | $104,531 | $60,349+73.2% | $74,184+40.9% | $62,881+66.2% |
| Participation rate | 20.6% | 72.7%-52.1pp | 76.6%-56.0pp | 69.3%-48.7pp |
| Annual return | 7.52% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,179 | $2,856-23.7% | $3,550-38.6% | $3,203-32.0% |
| Admin fee / account holder | $55,556 | $4,261+1203.9% | $5,586+894.6% | $4,296+1193.3% |