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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 | $96,048 | $69,590+38.0% | $136,867-29.8% | $94,015+2.2% |
| Participation rate | 33.3% | 66.3%-33.0pp | 74.5%-41.2pp | 70.8%-37.5pp |
| Annual return | 13.15% | 19.62%-6.5pp | 42.97%-29.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,699 | $3,437-50.5% | $4,924-65.5% | $4,249-60.0% |
| Admin fee / account holder | $5,589 | $8,912-37.3% | $10,340-45.9% | $8,951-37.6% |