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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 | $51,638+56.6% | $129,406-37.5% | $80,959-0.1% |
| Participation rate | 32.2% | 56.9%-24.7pp | 69.6%-37.4pp | 67.7%-35.4pp |
| Annual return | 13.43% | 20.78%-7.4pp | 9468.18%-9454.8pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,915 | $2,670-28.3% | $4,167-54.0% | $4,300-55.5% |
| Admin fee / account holder | $3,509 | $4,313-18.6% | $7,689-54.4% | $6,925-49.3% |