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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 | $80,477 | $48,364+66.4% | $71,796+12.1% | $62,881+28.0% |
| Participation rate | 36.6% | 60.6%-24.0pp | 69.1%-32.5pp | 69.3%-32.7pp |
| Annual return | 6.47% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,614 | $2,091-22.8% | $2,794-42.3% | $3,203-49.6% |
| Admin fee / account holder | $12,362 | $3,771+227.8% | $4,815+156.7% | $4,296+187.8% |