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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 | $114,061 | $81,487+40.0% | $102,412+11.4% | $80,935+40.9% |
| Participation rate | 45.5% | 66.8%-21.4pp | 74.5%-29.0pp | 67.7%-22.2pp |
| Annual return | 12.76% | 25.60%-12.8pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,713 | $3,871-29.9% | $5,060-46.4% | $4,299-36.9% |
| Admin fee / account holder | $3,630 | $6,717-46.0% | $8,388-56.7% | $6,924-47.6% |