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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 | $81,045 | $48,364+67.6% | $71,796+12.9% | $62,881+28.9% |
| Participation rate | 31.1% | 60.6%-29.5pp | 69.1%-38.0pp | 69.3%-38.2pp |
| Annual return | 24.06% | 13.16%+10.9pp | 78.04%-54.0pp | 20.14%+3.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,756 | $2,091-16.0% | $2,794-37.2% | $3,203-45.2% |
| Admin fee / account holder | $5,631 | $3,771+49.3% | $4,815+17.0% | $4,296+31.1% |