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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 | $84,855 | $100,194-15.3% | $122,979-31.0% | $86,983-2.4% |
| Participation rate | 22.0% | 73.0%-51.0pp | 77.2%-55.2pp | 69.5%-47.6pp |
| Annual return | 12.24% | 16.47%-4.2pp | 20.12%-7.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,265 | $4,133-45.2% | $5,003-54.7% | $4,194-46.0% |
| Admin fee / account holder | $2,948 | $10,148-70.9% | $12,864-77.1% | $7,856-62.5% |