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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 | $89,727 | $65,034+38.0% | $90,970-1.4% | $79,856+12.4% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 13.03% | 30.45%-17.4pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,981 | $2,512-21.1% | $3,373-41.3% | $3,741-47.0% |
| Admin fee / account holder | $886 | $4,536-80.5% | $5,961-85.1% | $5,306-83.3% |