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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 | $122,555 | $86,919+41.0% | $102,457+19.6% | $80,911+51.5% |
| Participation rate | 31.6% | 72.4%-40.8pp | 76.5%-44.9pp | 67.6%-36.1pp |
| Annual return | 13.01% | 18.90%-5.9pp | 29.41%-16.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,474 | $4,119-39.9% | $5,054-51.0% | $4,297-42.4% |
| Admin fee / account holder | $31,772 | $8,049+294.7% | $9,451+236.2% | $6,935+358.2% |