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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 | $117,079 | $56,544+107.1% | $75,501+55.1% | $70,124+67.0% |
| Participation rate | 31.7% | 68.1%-36.4pp | 72.4%-40.7pp | 69.5%-37.8pp |
| Annual return | 14.93% | 23.59%-8.7pp | 27.35%-12.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,620 | $2,580+40.3% | $3,142+15.2% | $3,332+8.7% |
| Admin fee / account holder | $11,138 | $3,827+191.1% | $5,801+92.0% | $4,645+139.8% |