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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 | $87,961 | $83,908+4.8% | $68,509+28.4% | $125,389-29.8% |
| Participation rate | 47.8% | 78.2%-30.3pp | 74.7%-26.9pp | 83.2%-35.4pp |
| Annual return | 1.09% | 14.48%-13.4pp | 8.27%-7.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,292 | $4,125-68.7% | $3,382-61.8% | $5,352-75.9% |
| Admin fee / account holder | $4,013 | $8,982-55.3% | $5,275-23.9% | $9,541-57.9% |