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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 | $83,299 | $48,300+72.5% | $40,145,923-99.8% | $62,881+32.5% |
| Participation rate | 64.6% | 62.0%+2.5pp | 68.4%-3.8pp | 69.3%-4.7pp |
| Annual return | 8.48% | 6.95%+1.5pp | 5.24%+3.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,367 | $2,388-42.7% | $2,591-47.2% | $3,203-57.3% |
| Admin fee / account holder | $4,141 | $2,919+41.9% | $2,903+42.6% | $4,296-3.6% |