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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 | $99,308 | $58,627+69.4% | $76,735+29.4% | $82,448+20.4% |
| Participation rate | 20.0% | 63.2%-43.2pp | 69.5%-49.5pp | 68.1%-48.1pp |
| Annual return | 21.32% | 39.10%-17.8pp | 29.77%-8.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,410 | $3,134-55.0% | $4,088-65.5% | $4,139-65.9% |
| Admin fee / account holder | $12,985 | $5,323+144.0% | $7,189+80.6% | $7,234+79.5% |