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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 | $106,287 | $87,834+21.0% | $133,975-20.7% | $62,881+69.0% |
| Participation rate | 53.3% | 83.4%-30.0pp | 87.1%-33.7pp | 69.3%-16.0pp |
| Annual return | 6.48% | 12.05%-5.6pp | 29.29%-22.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,912 | $4,812-18.7% | $6,282-37.7% | $3,203+22.1% |
| Admin fee / account holder | $1,337 | $5,372-75.1% | $9,324-85.7% | $4,296-68.9% |