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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 | $89,858 | $44,425+102.3% | $67,834+32.5% | $55,167+62.9% |
| Participation rate | 37.0% | 59.7%-22.7pp | 68.8%-31.8pp | 69.0%-32.0pp |
| Annual return | 5.51% | 17.80%-12.3pp | 138.47%-133.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,280 | $2,166-40.9% | $3,160-59.5% | $3,054-58.1% |
| Admin fee / account holder | $10,609 | $530+1900.5% | $4,622+129.5% | $504+2005.5% |