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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 | $92,391 | $75,541+22.3% | $152,093-39.3% | $82,637+11.8% |
| Participation rate | 34.5% | 66.5%-32.1pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 17.86% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,841 | $3,206-42.6% | $5,451-66.2% | $4,126-55.4% |
| Admin fee / account holder | $2,096 | $6,405-67.3% | $14,497-85.5% | $7,339-71.4% |