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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 | $94,656 | $52,580+80.0% | $71,671+32.1% | $70,126+35.0% |
| Participation rate | 30.0% | 60.9%-30.9pp | 68.7%-38.7pp | 69.5%-39.5pp |
| Annual return | 15.40% | 20.25%-4.8pp | 20.65%-5.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,443 | $2,386-39.5% | $3,438-58.0% | $3,332-56.7% |
| Admin fee / account holder | $448 | $3,653-87.7% | $5,558-91.9% | $4,645-90.3% |