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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 | $109,959 | $87,059+26.3% | $105,608+4.1% | $80,925+35.9% |
| Participation rate | 54.8% | 70.4%-15.7pp | 75.3%-20.5pp | 67.7%-12.9pp |
| Annual return | 13.84% | 17.05%-3.2pp | 116.50%-102.7pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,955 | $3,986-50.9% | $5,010-61.0% | $4,299-54.5% |
| Admin fee / account holder | $20,398 | $8,443+141.6% | $11,028+85.0% | $6,940+193.9% |