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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 | $57,057+89.1% | $85,009+26.9% | $80,874+33.4% |
| Participation rate | 48.6% | 56.4%-7.7pp | 67.5%-18.9pp | 67.6%-19.0pp |
| Annual return | 12.15% | 21.66%-9.5pp | 66.47%-54.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,547 | $3,112-18.2% | $4,522-43.7% | $4,297-40.7% |
| Admin fee / account holder | $10,145 | $4,986+103.5% | $6,153+64.9% | $6,935+46.3% |