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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 | $108,962 | $58,493+86.3% | $84,021+29.7% | $72,975+49.3% |
| Participation rate | 52.2% | 61.2%-9.1pp | 69.0%-16.8pp | 69.5%-17.3pp |
| Annual return | 19.89% | 28.93%-9.0pp | 71.32%-51.4pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,869 | $2,394-21.9% | $3,239-42.3% | $3,608-48.2% |
| Admin fee / account holder | $4,158 | $4,569-9.0% | $6,102-31.9% | $5,124-18.9% |