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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 | $93,411 | $62,672+49.0% | $185,117-49.5% | $70,126+33.2% |
| Participation rate | 34.4% | 63.8%-29.4pp | 77.3%-42.9pp | 69.5%-35.1pp |
| Annual return | 20.56% | 40.79%-20.2pp | 40.50%-19.9pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,619 | $3,272-50.5% | $5,045-67.9% | $3,332-51.4% |
| Admin fee / account holder | $667 | $3,932-83.0% | $8,159-91.8% | $4,645-85.6% |