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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 | $108,454 | $73,787+47.0% | $98,716+9.9% | $82,448+31.5% |
| Participation rate | 45.9% | 61.4%-15.5pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 15.56% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,730 | $3,081-11.4% | $4,048-32.6% | $4,139-34.1% |
| Admin fee / account holder | $6,512 | $6,500+0.2% | $8,703-25.2% | $7,234-10.0% |