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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 | $93,432 | $57,057+63.8% | $85,009+9.9% | $80,874+15.5% |
| Participation rate | 34.6% | 56.4%-21.7pp | 67.5%-32.9pp | 67.6%-33.0pp |
| Annual return | 12.26% | 21.66%-9.4pp | 66.47%-54.2pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,450 | $3,112-53.4% | $4,522-67.9% | $4,297-66.3% |
| Admin fee / account holder | $672 | $4,986-86.5% | $6,153-89.1% | $6,935-90.3% |