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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 | $106,581 | $60,349+76.6% | $74,184+43.7% | $62,881+69.5% |
| Participation rate | 46.9% | 72.7%-25.9pp | 76.6%-29.7pp | 69.3%-22.4pp |
| Annual return | 10.57% | 21.38%-10.8pp | 17.74%-7.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,432 | $2,856-49.9% | $3,550-59.7% | $3,203-55.3% |
| Admin fee / account holder | $8,011 | $4,261+88.0% | $5,586+43.4% | $4,296+86.5% |