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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 | $94,821 | $153,311-38.2% | $109,313-13.3% | $273,972-65.4% |
| Participation rate | 44.4% | 80.1%-35.6pp | 71.3%-26.8pp | 83.0%-38.6pp |
| Annual return | 6.99% | 29.86%-22.9pp | 22.07%-15.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,792 | $3,932-3.6% | $3,166+19.8% | $5,287-28.3% |
| Admin fee / account holder | $1,958 | $8,076-75.8% | $5,666-65.4% | $10,133-80.7% |