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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 | $125,226 | $86,919+44.1% | $102,457+22.2% | $80,911+54.8% |
| Participation rate | 24.7% | 72.4%-47.7pp | 76.5%-51.8pp | 67.6%-42.9pp |
| Annual return | 13.43% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,596 | $4,119-37.0% | $5,054-48.6% | $4,297-39.6% |
| Admin fee / account holder | $28,537 | $8,049+254.5% | $9,451+201.9% | $6,935+311.5% |