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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 | $74,502 | $48,364+54.0% | $71,796+3.8% | $62,881+18.5% |
| Participation rate | 41.7% | 60.6%-19.0pp | 69.1%-27.4pp | 69.3%-27.6pp |
| Annual return | 10.10% | 13.16%-3.1pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,488 | $2,091+18.9% | $2,794-11.0% | $3,203-22.3% |
| Admin fee / account holder | $6,458 | $3,771+71.2% | $4,815+34.1% | $4,296+50.3% |