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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 | $86,195 | $72,027+19.7% | $185,835-53.6% | $79,852+7.9% |
| Participation rate | 36.0% | 65.8%-29.8pp | 78.0%-42.0pp | 69.6%-33.6pp |
| Annual return | 15.08% | 23.13%-8.0pp | 35.96%-20.9pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,328 | $3,780-12.0% | $5,633-40.9% | $3,740-11.0% |
| Admin fee / account holder | $1,340 | $4,513-70.3% | $9,502-85.9% | $5,306-74.7% |