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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 | $86,940+41.0% | $102,434+19.6% | $80,935+51.4% |
| Participation rate | 31.6% | 72.4%-40.8pp | 76.5%-44.9pp | 67.7%-36.1pp |
| Annual return | 13.01% | 18.89%-5.9pp | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,474 | $4,121-40.0% | $5,055-51.1% | $4,299-42.5% |
| Admin fee / account holder | $31,772 | $8,047+294.8% | $9,462+235.8% | $6,924+358.8% |