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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 | $144,999 | $72,471+100.1% | $94,215+53.9% | $86,983+66.7% |
| Participation rate | 49.0% | 63.9%-14.9pp | 70.0%-21.0pp | 69.5%-20.6pp |
| Annual return | 12.44% | 26.44%-14.0pp | 28.22%-15.8pp | 25.83%-13.4pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,608 | $3,397+6.2% | $4,276-15.6% | $4,194-14.0% |
| Admin fee / account holder | $18,332 | $6,468+183.4% | $10,216+79.4% | $7,856+133.4% |