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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 | $117,866 | $57,140+106.3% | $85,240+38.3% | $80,959+45.6% |
| Participation rate | 43.1% | 56.4%-13.4pp | 67.5%-24.5pp | 67.7%-24.6pp |
| Annual return | 13.27% | 21.71%-8.4pp | 66.75%-53.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,319 | $3,115+38.6% | $4,527-4.6% | $4,300+0.4% |
| Admin fee / account holder | $1,535 | $4,992-69.2% | $6,165-75.1% | $6,925-77.8% |