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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 | $106,528 | $67,602+57.6% | $82,312+29.4% | $70,126+51.9% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 14.77% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,944 | $2,987+65.5% | $3,706+33.4% | $3,332+48.4% |
| Admin fee / account holder | $31,860 | $4,512+606.2% | $5,608+468.1% | $4,645+585.8% |