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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 | $107,580 | $76,407+40.8% | $150,298-28.4% | $82,448+30.5% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 16.07% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,434 | $3,214+69.0% | $5,453-0.4% | $4,139+31.3% |
| Admin fee / account holder | $37,267 | $6,352+486.7% | $14,116+164.0% | $7,234+415.1% |