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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 | $78,184 | $47,944+63.1% | $67,834+15.3% | $62,881+24.3% |
| Participation rate | 24.0% | 61.1%-37.1pp | 68.8%-44.8pp | 69.3%-45.3pp |
| Annual return | 6.56% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $945 | $2,247-57.9% | $3,160-70.1% | $3,203-70.5% |
| Admin fee / account holder | $618 | $3,712-83.4% | $4,622-86.6% | $4,296-85.6% |