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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 | $116,271 | $90,400+28.6% | $186,193-37.6% | $87,485+32.9% |
| Participation rate | 48.5% | 66.2%-17.7pp | 77.1%-28.6pp | 68.9%-20.4pp |
| Annual return | 16.47% | 22.15%-5.7pp | 78.03%-61.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,247 | $4,330-1.9% | $6,513-34.8% | $4,274-0.6% |
| Admin fee / account holder | $30,557 | $8,673+252.3% | $11,058+176.3% | $7,775+293.0% |