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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 | $91,963 | $51,222+79.5% | $70,544+30.4% | $75,173+22.3% |
| Participation rate | 44.2% | 61.0%-16.7pp | 68.4%-24.1pp | 67.2%-23.0pp |
| Annual return | 20.59% | 30.06%-9.5pp | 32.79%-12.2pp | 160.72%-140.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,682 | $2,850-41.0% | $4,568-63.2% | $4,126-59.2% |
| Admin fee / account holder | $1,090 | $4,096-73.4% | $6,427-83.0% | $5,651-80.7% |