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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 | $120,112 | $65,246+84.1% | $98,716+21.7% | $67,986+76.7% |
| Participation rate | 21.2% | 51.4%-30.2pp | 69.3%-48.1pp | 57.2%-36.0pp |
| Annual return | 14.85% | 20.58%-5.7pp | 31.81%-17.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,576 | $2,594-39.3% | $4,048-61.1% | $3,358-53.1% |
| Admin fee / account holder | $8,369 | $4,561+83.5% | $8,703-3.8% | $3,203+161.3% |