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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 | $107,580 | $78,690+36.7% | $161,489-33.4% | $87,485+23.0% |
| Participation rate | 48.0% | 67.5%-19.5pp | 78.7%-30.7pp | 68.9%-20.9pp |
| Annual return | 16.07% | 32.74%-16.7pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,434 | $3,311+64.1% | $5,630-3.5% | $4,274+27.1% |
| Admin fee / account holder | $37,267 | $6,724+454.3% | $16,006+132.8% | $7,775+379.3% |