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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 | $93,016 | $84,236+10.4% | $170,439-45.4% | $70,124+32.6% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 15.10% | 23.06%-8.0pp | 205.94%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,523 | $3,086+14.2% | $4,939-28.7% | $3,332+5.7% |
| Admin fee / account holder | $78,637 | $5,698+1280.0% | $13,881+466.5% | $4,645+1592.8% |