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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 | $93,832 | $71,208+31.8% | $93,681+0.2% | $80,911+16.0% |
| Participation rate | 23.5% | 60.4%-36.9pp | 68.7%-45.2pp | 67.6%-44.1pp |
| Annual return | 19.76% | 11.27%+8.5pp | 133.47%-113.7pp | 35.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,699 | $4,035-57.9% | $4,415-61.5% | $4,297-60.5% |
| Admin fee / account holder | $19,247 | $6,951+176.9% | $8,290+132.2% | $6,935+177.6% |