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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 | $89,684 | $56,287+59.3% | $80,977+10.8% | $62,881+42.6% |
| Participation rate | 54.7% | 68.9%-14.3pp | 75.8%-21.1pp | 69.3%-14.6pp |
| Annual return | 7.97% | 22.13%-14.2pp | 17.11%-9.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,794 | $4,196+85.8% | $5,696+36.8% | $3,203+143.3% |
| Admin fee / account holder | $5,141 | $3,742+37.4% | $5,517-6.8% | $4,296+19.7% |