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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 | $110,965 | $48,364+129.4% | $71,796+54.6% | $62,881+76.5% |
| Participation rate | 38.2% | 60.6%-22.4pp | 69.1%-30.9pp | 69.3%-31.1pp |
| Annual return | 7.23% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,066 | $2,091-1.2% | $2,794-26.1% | $3,203-35.5% |
| Admin fee / account holder | $3,331 | $3,771-11.7% | $4,815-30.8% | $4,296-22.5% |