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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 | $81,285 | $52,903+53.6% | $73,309+10.9% | $59,632+36.3% |
| Participation rate | 61.8% | 68.2%-6.4pp | 74.9%-13.1pp | 68.7%-6.9pp |
| Annual return | 2.33% | 12.20%-9.9pp | 5.67%-3.3pp | 2041.32%-2039.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,321 | $4,069+129.1% | $4,991+86.8% | $3,192+192.0% |
| Admin fee / account holder | $2,530 | $3,834-34.0% | $5,637-55.1% | $4,297-41.1% |