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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 | $87,863 | $73,787+19.1% | $98,716-11.0% | $82,448+6.6% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 13.62% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,545 | $3,081-17.4% | $4,048-37.1% | $4,139-38.5% |
| Admin fee / account holder | $3,125 | $6,500-51.9% | $8,703-64.1% | $7,234-56.8% |