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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 | $80,235 | $54,541+47.1% | $78,778+1.9% | $70,131+14.4% |
| Participation rate | 45.9% | 60.8%-14.9pp | 69.2%-23.2pp | 69.5%-23.6pp |
| Annual return | 13.92% | 21.07%-7.2pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,262 | $2,210+47.6% | $2,958+10.3% | $3,332-2.1% |
| Admin fee / account holder | $19,800 | $3,709+433.9% | $5,134+285.7% | $4,645+326.2% |