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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 | $96,561 | $58,099+66.2% | $76,872+25.6% | $75,173+28.5% |
| Participation rate | 42.5% | 63.9%-21.4pp | 69.6%-27.1pp | 67.2%-24.7pp |
| Annual return | 16.20% | 26.71%-10.5pp | 37.90%-21.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,667 | $2,999+55.6% | $3,832+21.8% | $4,126+13.1% |
| Admin fee / account holder | $17,924 | $4,778+275.2% | $5,476+227.3% | $5,651+217.2% |