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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 | $89,943 | $52,580+71.1% | $71,671+25.5% | $70,126+28.3% |
| Participation rate | 46.5% | 60.9%-14.4pp | 68.7%-22.2pp | 69.5%-23.0pp |
| Annual return | 15.86% | 20.25%-4.4pp | 20.65%-4.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,552 | $2,386+6.9% | $3,438-25.8% | $3,332-23.4% |
| Admin fee / account holder | $10,227 | $3,653+180.0% | $5,558+84.0% | $4,645+120.2% |