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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 | $76,834+17.7% | $108,359-16.6% | $87,485+3.3% |
| Participation rate | 38.7% | 61.7%-23.0pp | 70.1%-31.4pp | 68.9%-30.2pp |
| Annual return | 13.46% | 19.09%-5.6pp | 36.89%-23.4pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,966 | $3,100-36.6% | $4,137-52.5% | $4,274-54.0% |
| Admin fee / account holder | $3,454 | $6,537-47.2% | $9,741-64.5% | $7,775-55.6% |