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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 | $108,503 | $54,541+98.9% | $78,778+37.7% | $70,124+54.7% |
| Participation rate | 29.7% | 60.8%-31.1pp | 69.2%-39.5pp | 69.5%-39.8pp |
| Annual return | 20.83% | 21.07%-0.2pp | 35.62%-14.8pp | 73.14%-52.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,006 | $2,210-9.3% | $2,958-32.2% | $3,332-39.8% |
| Admin fee / account holder | $2,506 | $3,709-32.4% | $5,134-51.2% | $4,645-46.0% |