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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 | $87,249 | $72,177+20.9% | $115,038-24.2% | $59,633+46.3% |
| Participation rate | 46.4% | 72.6%-26.1pp | 81.4%-34.9pp | 68.7%-22.2pp |
| Annual return | 1.10% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,025 | $4,783+5.1% | $6,026-16.6% | $3,192+57.4% |
| Admin fee / account holder | $1,120 | $4,927-77.3% | $8,175-86.3% | $4,297-73.9% |