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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 | $118,419 | $55,713+112.6% | $75,901+56.0% | $72,975+62.3% |
| Participation rate | 37.0% | 61.1%-24.2pp | 69.3%-32.3pp | 69.5%-32.5pp |
| Annual return | 20.10% | 27.60%-7.5pp | 30.76%-10.7pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,277 | $2,634-13.5% | $3,603-36.8% | $3,608-36.9% |
| Admin fee / account holder | $4,667 | $3,980+17.2% | $5,420-13.9% | $5,124-8.9% |