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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 | $90,414 | $73,787+22.5% | $98,716-8.4% | $82,448+9.7% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.3%-30.6pp | 68.1%-29.4pp |
| Annual return | 13.46% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,966 | $3,081-36.2% | $4,048-51.4% | $4,139-52.5% |
| Admin fee / account holder | $3,454 | $6,500-46.9% | $8,703-60.3% | $7,234-52.3% |