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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 | $96,769 | $77,638+24.6% | $156,551-38.2% | $62,881+53.9% |
| Participation rate | 44.7% | 71.2%-26.5pp | 84.0%-39.3pp | 69.3%-24.6pp |
| Annual return | 5.42% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,448 | $3,046-19.6% | $4,871-49.7% | $3,203-23.6% |
| Admin fee / account holder | $1,802 | $5,561-67.6% | $13,028-86.2% | $4,296-58.1% |