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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 | $99,932 | $56,287+77.5% | $80,977+23.4% | $62,881+58.9% |
| Participation rate | 32.0% | 68.9%-36.9pp | 75.8%-43.8pp | 69.3%-37.3pp |
| Annual return | 8.32% | 22.13%-13.8pp | 17.11%-8.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,656 | $4,196-36.7% | $5,696-53.4% | $3,203-17.1% |
| Admin fee / account holder | $1,455 | $3,742-61.1% | $5,517-73.6% | $4,296-66.1% |