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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 | $109,159 | $54,541+100.1% | $78,778+38.6% | $70,126+55.7% |
| Participation rate | 37.8% | 60.8%-23.0pp | 69.2%-31.4pp | 69.5%-31.7pp |
| Annual return | 12.93% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,206 | $2,210-0.2% | $2,958-25.4% | $3,332-33.8% |
| Admin fee / account holder | $10,907 | $3,709+194.1% | $5,134+112.4% | $4,645+134.8% |