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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 | $98,033 | $58,828+66.6% | $78,002+25.7% | $62,881+55.9% |
| Participation rate | 42.9% | 71.1%-28.2pp | 75.5%-32.7pp | 69.3%-26.4pp |
| Annual return | 8.56% | 17.16%-8.6pp | 425.99%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,612 | $2,686-40.0% | $3,497-53.9% | $3,203-49.7% |
| Admin fee / account holder | $479 | $4,393-89.1% | $5,481-91.3% | $4,296-88.8% |