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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 | $91,747 | $52,306+75.4% | $69,779+31.5% | $62,881+45.9% |
| Participation rate | 32.7% | 67.2%-34.5pp | 71.8%-39.1pp | 69.3%-36.6pp |
| Annual return | 6.73% | 13.35%-6.6pp | 12.99%-6.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,926 | $2,395+22.2% | $2,931-0.2% | $3,203-8.7% |
| Admin fee / account holder | $14,453 | $3,691+291.6% | $4,381+229.9% | $4,296+236.5% |