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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 | $109,103 | $49,255+121.5% | $70,494+54.8% | $79,856+36.6% |
| Participation rate | 48.3% | 69.2%-20.9pp | 75.1%-26.8pp | 69.6%-21.4pp |
| Annual return | 16.30% | 30.10%-13.8pp | 109.16%-92.9pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,757 | $2,768-36.5% | $3,711-52.7% | $3,741-53.0% |
| Admin fee / account holder | $8,394 | $2,879+191.6% | $3,848+118.2% | $5,306+58.2% |