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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 | $90,360 | $63,949+41.3% | $129,031-30.0% | $94,015-3.9% |
| Participation rate | 45.5% | 63.4%-18.0pp | 73.4%-27.9pp | 70.8%-25.4pp |
| Annual return | 25.84% | 17.56%+8.3pp | 34.67%-8.8pp | 17.84%+8.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,310 | $3,686-10.2% | $5,217-36.6% | $4,249-22.1% |
| Admin fee / account holder | $2,843 | $5,523-48.5% | $13,208-78.5% | $8,951-68.2% |