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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 | $72,262 | $39,132+84.7% | $57,196+26.3% | $62,881+14.9% |
| Participation rate | 10.4% | 70.5%-60.0pp | 75.3%-64.9pp | 69.3%-58.9pp |
| Annual return | 9.09% | 9.24%-0.1pp | 14.59%-5.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,168 | $2,374-50.8% | $3,096-62.3% | $3,203-63.5% |
| Admin fee / account holder | $3,692 | $2,594+42.3% | $3,141+17.6% | $4,296-14.0% |