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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 | $73,204 | $57,140+28.1% | $85,240-14.1% | $80,959-9.6% |
| Participation rate | 44.4% | 56.4%-12.0pp | 67.5%-23.1pp | 67.7%-23.2pp |
| Annual return | 12.28% | 21.71%-9.4pp | 66.75%-54.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,752 | $3,115+84.6% | $4,527+27.1% | $4,300+33.8% |
| Admin fee / account holder | $12,023 | $4,992+140.9% | $6,165+95.0% | $6,925+73.6% |