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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 | $103,348 | $54,541+89.5% | $78,778+31.2% | $70,126+47.4% |
| Participation rate | 52.8% | 60.8%-8.0pp | 69.2%-16.4pp | 69.5%-16.8pp |
| Annual return | 16.31% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,827 | $2,210-17.3% | $2,958-38.2% | $3,332-45.2% |
| Admin fee / account holder | $2,451 | $3,709-33.9% | $5,134-52.3% | $4,645-47.2% |