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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 | $91,462 | $67,602+35.3% | $82,312+11.1% | $70,126+30.4% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.3pp | 69.5%0pp |
| Annual return | 13.00% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,651 | $2,987-11.3% | $3,706-28.5% | $3,332-20.4% |
| Admin fee / account holder | $11,736 | $4,512+160.1% | $5,608+109.3% | $4,645+152.6% |