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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 | $97,067 | $64,920+49.5% | $103,693-6.4% | $86,983+11.6% |
| Participation rate | 43.6% | 63.6%-20.0pp | 72.6%-29.0pp | 69.5%-25.9pp |
| Annual return | 11.85% | 30.29%-18.4pp | 47.61%-35.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,722 | $3,241-46.9% | $4,579-62.4% | $4,194-58.9% |
| Admin fee / account holder | $4,667 | $6,191-24.6% | $7,858-40.6% | $7,856-40.6% |