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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 | $103,174 | $77,569+33.0% | $115,599-10.7% | $64,097+61.0% |
| Participation rate | 22.2% | 60.7%-38.5pp | 74.3%-52.1pp | 55.2%-33.0pp |
| Annual return | 14.87% | 18.52%-3.6pp | 111.10%-96.2pp | 34.64%-19.8pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,532 | $3,327-53.9% | $4,889-68.7% | $3,080-50.2% |
| Admin fee / account holder | $1,910 | $4,470-57.3% | $12,841-85.1% | $3,454-44.7% |