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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 | $123,253 | $36,948+233.6% | $73,658+67.3% | $87,485+40.9% |
| Participation rate | 20.0% | 46.8%-26.8pp | 57.0%-37.0pp | 68.9%-48.9pp |
| Annual return | 17.67% | 28.64%-11.0pp | 29.72%-12.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $587 | $1,379-57.4% | $2,062-71.5% | $4,274-86.3% |
| Admin fee / account holder | $555 | $2,531-78.1% | $3,357-83.5% | $7,775-92.9% |