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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 | $93,874 | $81,446+15.3% | $103,374-9.2% | $80,874+16.1% |
| Participation rate | 15.4% | 66.9%-51.5pp | 74.5%-59.1pp | 67.6%-52.3pp |
| Annual return | 10.90% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,224 | $3,870-42.5% | $5,058-56.0% | $4,297-48.2% |
| Admin fee / account holder | $2,614 | $6,715-61.1% | $8,394-68.9% | $6,935-62.3% |