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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 | $97,182 | $91,559+6.1% | $133,978-27.5% | $79,856+21.7% |
| Participation rate | 34.4% | 73.3%-38.9pp | 79.8%-45.4pp | 69.6%-35.2pp |
| Annual return | 13.77% | 61.85%-48.1pp | 45.10%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,958 | $3,734-47.6% | $5,047-61.2% | $3,741-47.7% |
| Admin fee / account holder | $714 | $6,321-88.7% | $8,930-92.0% | $5,306-86.5% |