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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 | $89,095 | $52,580+69.4% | $71,671+24.3% | $70,124+27.1% |
| Participation rate | 43.6% | 60.9%-17.3pp | 68.7%-25.1pp | 69.5%-25.9pp |
| Annual return | 14.63% | 20.25%-5.6pp | 20.65%-6.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,228 | $2,386-48.6% | $3,438-64.3% | $3,332-63.2% |
| Admin fee / account holder | $10,062 | $3,653+175.5% | $5,558+81.0% | $4,645+116.6% |