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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 | $86,252 | $72,269+19.3% | $101,271-14.8% | $79,852+8.0% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 13.59% | 22.29%-8.7pp | 46.48%-32.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,036 | $3,282-7.5% | $4,371-30.5% | $3,740-18.8% |
| Admin fee / account holder | $22,662 | $4,401+414.9% | $5,948+281.0% | $5,306+327.1% |