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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 | $118,422 | $87,834+34.8% | $133,975-11.6% | $62,881+88.3% |
| Participation rate | 35.9% | 83.4%-47.5pp | 87.1%-51.2pp | 69.3%-33.4pp |
| Annual return | 7.75% | 12.05%-4.3pp | 29.29%-21.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,570 | $4,812-5.0% | $6,282-27.2% | $3,203+42.7% |
| Admin fee / account holder | $26,182 | $5,372+387.3% | $9,324+180.8% | $4,296+509.5% |