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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 | $107,382 | $87,106+23.3% | $105,607+1.7% | $80,935+32.7% |
| Participation rate | 50.6% | 70.4%-19.8pp | 75.3%-24.7pp | 67.7%-17.0pp |
| Annual return | 13.50% | 17.01%-3.5pp | 116.11%-102.6pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,486 | $3,986-37.6% | $5,011-50.4% | $4,299-42.2% |
| Admin fee / account holder | $4,749 | $8,447-43.8% | $10,958-56.7% | $6,924-31.4% |