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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 | $108,329 | $71,230+52.1% | $93,727+15.6% | $80,959+33.8% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 11.22% | 11.26%0pp | 133.83%-122.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,319 | $4,037-42.6% | $4,417-47.5% | $4,300-46.1% |
| Admin fee / account holder | $2,164 | $6,961-68.9% | $8,292-73.9% | $6,925-68.8% |