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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 | $108,495 | $53,777+101.7% | $134,155-19.1% | $79,858+35.9% |
| Participation rate | 12.9% | 58.8%-45.9pp | 72.2%-59.3pp | 69.6%-56.7pp |
| Annual return | 12.11% | 19.01%-6.9pp | 36.34%-24.2pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,069 | $2,420-55.8% | $3,500-69.4% | $3,740-71.4% |
| Admin fee / account holder | $3,715 | $3,984-6.7% | $6,685-44.4% | $5,306-30.0% |