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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 | $92,521 | $65,027+42.3% | $90,970+1.7% | $79,852+15.9% |
| Participation rate | 22.6% | 61.6%-39.0pp | 69.0%-46.4pp | 69.6%-47.1pp |
| Annual return | 11.78% | 30.45%-18.7pp | 134.58%-122.8pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,389 | $2,512-44.7% | $3,373-58.8% | $3,740-62.9% |
| Admin fee / account holder | $391 | $4,535-91.4% | $5,960-93.4% | $5,306-92.6% |