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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 | $91,606 | $56,054+63.4% | $171,082-46.5% | $62,881+45.7% |
| Participation rate | 25.6% | 62.9%-37.3pp | 76.7%-51.1pp | 69.3%-43.7pp |
| Annual return | 7.10% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,645 | $3,158-47.9% | $4,797-65.7% | $3,203-48.6% |
| Admin fee / account holder | $60,406 | $3,647+1556.4% | $8,520+609.0% | $4,296+1306.2% |