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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 | $94,071 | $132,310-28.9% | $105,754-11.0% | $273,972-65.7% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.9%-28.9pp | 83.0%-33.0pp |
| Annual return | 4.23% | 10.08%-5.8pp | 12.25%-8.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $672 | $4,867-86.2% | $4,079-83.5% | $4,869-86.2% |
| Participant deferral / active EE | $2,540 | $6,233-59.2% | $5,326-52.3% | $5,287-52.0% |
| Admin fee / account holder | $139,760 | $12,036+1061.1% | $8,309+1582.0% | $10,133+1279.3% |