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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 | $89,994 | $60,349+49.1% | $74,184+21.3% | $62,881+43.1% |
| Participation rate | 58.7% | 72.7%-14.0pp | 76.6%-17.9pp | 69.3%-10.6pp |
| Annual return | 5.19% | 21.38%-16.2pp | 17.74%-12.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,669 | $2,856+63.5% | $3,550+31.5% | $3,203+45.8% |
| Admin fee / account holder | $8,638 | $4,261+102.7% | $5,586+54.6% | $4,296+101.1% |