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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 | $91,446 | $48,364+89.1% | $71,796+27.4% | $62,881+45.4% |
| Participation rate | 44.1% | 60.6%-16.5pp | 69.1%-25.0pp | 69.3%-25.2pp |
| Annual return | 7.42% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,789 | $2,091+33.4% | $2,794-0.2% | $3,203-12.9% |
| Admin fee / account holder | $1,530 | $3,771-59.4% | $4,815-68.2% | $4,296-64.4% |