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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 | $92,043 | $41,377+122.4% | $109,313-15.8% | $62,881+46.4% |
| Participation rate | 39.3% | 57.5%-18.2pp | 71.3%-31.9pp | 69.3%-30.0pp |
| Annual return | 5.63% | 11.05%-5.4pp | 22.07%-16.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,188 | $2,045+55.9% | $3,166+0.7% | $3,203-0.5% |
| Admin fee / account holder | $9,405 | $2,884+226.1% | $5,666+66.0% | $4,296+118.9% |