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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 | $101,167 | $76,551+32.2% | $123,894-18.3% | $62,881+60.9% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 6.06% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,907 | $4,840+22.1% | $5,984-1.3% | $3,203+84.4% |
| Admin fee / account holder | $2,272 | $4,826-52.9% | $8,357-72.8% | $4,296-47.1% |