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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 | $59,570 | $37,134+60.4% | $100,671-40.8% | $52,331+13.8% |
| Participation rate | 30.5% | 57.7%-27.2pp | 70.7%-40.2pp | 68.1%-37.6pp |
| Annual return | -0.48% | 0.10%-0.6pp | 20.43%-20.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,509 | $2,163+16.0% | $3,144-20.2% | $3,022-17.0% |
| Admin fee / account holder | $29,098 | $467+6131.9% | $4,850+500.0% | $592+4818.6% |