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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 | $75,598 | $47,848+58.0% | $81,473-7.2% | $70,126+7.8% |
| Participation rate | 18.6% | 58.3%-39.7pp | 68.0%-49.4pp | 69.5%-50.9pp |
| Annual return | 15.37% | 27.25%-11.9pp | 38.78%-23.4pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,369 | $2,453+78.1% | $3,537+23.5% | $3,332+31.1% |
| Admin fee / account holder | $14,891 | $3,145+373.5% | $4,561+226.5% | $4,645+220.5% |