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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 | $93,509 | $45,343+106.2% | $150,298-37.8% | $67,986+37.5% |
| Participation rate | 20.0% | 51.9%-31.9pp | 77.8%-57.8pp | 57.2%-37.2pp |
| Annual return | 15.09% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,113 | $2,055-45.8% | $5,453-79.6% | $3,358-66.9% |
| Admin fee / account holder | $3,434 | $2,250+52.6% | $14,116-75.7% | $3,203+7.2% |