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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 | $86,032 | $63,809+34.8% | $81,353+5.8% | $80,935+6.3% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.5%-44.5pp | 67.7%-42.7pp |
| Annual return | 15.13% | 16.37%-1.2pp | 24.82%-9.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,207 | $3,093-61.0% | $3,885-68.9% | $4,299-71.9% |
| Admin fee / account holder | $631 | $5,686-88.9% | $5,766-89.1% | $6,924-90.9% |