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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 | $91,980 | $104,098-11.6% | $140,514-34.5% | $94,015-2.2% |
| Participation rate | 20.0% | 73.7%-53.7pp | 77.8%-57.8pp | 70.8%-50.8pp |
| Annual return | 15.37% | 15.14%+0.2pp | 14.36%+1.0pp | 17.84%-2.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,420 | $4,033-40.0% | $4,919-50.8% | $4,249-43.1% |
| Admin fee / account holder | $26,601 | $10,439+154.8% | $13,697+94.2% | $8,951+197.2% |