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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 | $107,878 | $57,119+88.9% | $85,187+26.6% | $80,935+33.3% |
| Participation rate | 48.6% | 56.4%-7.8pp | 67.5%-18.9pp | 67.7%-19.0pp |
| Annual return | 12.15% | 21.70%-9.6pp | 66.67%-54.5pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,547 | $3,115-18.2% | $4,525-43.7% | $4,299-40.8% |
| Admin fee / account holder | $10,145 | $4,990+103.3% | $6,162+64.6% | $6,924+46.5% |