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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 | $107,776 | $72,273+49.1% | $101,275+6.4% | $79,856+35.0% |
| Participation rate | 38.2% | 68.5%-30.2pp | 75.8%-37.6pp | 69.6%-31.4pp |
| Annual return | 12.31% | 22.30%-10.0pp | 46.48%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,888 | $3,282-12.0% | $4,371-33.9% | $3,741-22.8% |
| Admin fee / account holder | $32,610 | $4,401+640.9% | $5,948+448.2% | $5,306+514.5% |