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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 | $105,400 | $138,386-23.8% | $184,260-42.8% | $80,935+30.2% |
| Participation rate | 36.9% | 83.9%-47.0pp | 86.8%-49.9pp | 67.7%-30.7pp |
| Annual return | 14.18% | 20.02%-5.8pp | 28.84%-14.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,607 | $7,076-20.8% | $9,133-38.6% | $4,299+30.4% |
| Admin fee / account holder | $20,826 | $10,489+98.6% | $13,898+49.8% | $6,924+200.8% |