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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 | $97,102 | $55,902+73.7% | $76,030+27.7% | $80,959+19.9% |
| Participation rate | 56.9% | 62.1%-5.2pp | 69.1%-12.2pp | 67.7%-10.8pp |
| Annual return | 12.08% | 20.59%-8.5pp | 361.54%-349.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,113 | $3,051+2.0% | $4,257-26.9% | $4,300-27.6% |
| Admin fee / account holder | $942 | $5,239-82.0% | $6,421-85.3% | $6,925-86.4% |