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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 | $107,371 | $82,032+30.9% | $123,106-12.8% | $59,633+80.1% |
| Participation rate | 42.9% | 83.2%-40.3pp | 86.8%-43.9pp | 68.7%-25.8pp |
| Annual return | 1.42% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,557 | $4,667-45.2% | $6,229-59.0% | $3,192-19.9% |
| Admin fee / account holder | $2,937 | $5,881-50.1% | $9,015-67.4% | $4,297-31.7% |