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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 | $121,547 | $54,541+122.9% | $78,778+54.3% | $70,126+73.3% |
| Participation rate | 49.4% | 60.8%-11.4pp | 69.2%-19.8pp | 69.5%-20.2pp |
| Annual return | 16.59% | 21.07%-4.5pp | 35.62%-19.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,231 | $2,210-44.3% | $2,958-58.4% | $3,332-63.1% |
| Admin fee / account holder | $8,271 | $3,709+123.0% | $5,134+61.1% | $4,645+78.0% |