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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 | $80,865 | $51,604+56.7% | $129,295-37.5% | $80,8740% |
| Participation rate | 32.2% | 57.0%-24.8pp | 69.6%-37.4pp | 67.6%-35.4pp |
| Annual return | 13.43% | 20.76%-7.3pp | 9429.28%-9415.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,915 | $2,670-28.3% | $4,169-54.1% | $4,297-55.4% |
| Admin fee / account holder | $3,509 | $4,310-18.6% | $7,665-54.2% | $6,935-49.4% |