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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 | $111,654 | $54,380+105.3% | $68,509+63.0% | $59,633+87.2% |
| Participation rate | 32.4% | 70.2%-37.8pp | 74.7%-42.4pp | 68.7%-36.3pp |
| Annual return | 4.54% | 2.83%+1.7pp | 8.27%-3.7pp | 2041.40%-2036.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,683 | $2,643-36.3% | $3,382-50.2% | $3,192-47.3% |
| Admin fee / account holder | $5,794 | $3,885+49.1% | $5,275+9.8% | $4,297+34.8% |