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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 | $103,403 | $103,949-0.5% | $69,182+49.5% | $273,972-62.3% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | 5.55% | 35.28%-29.7pp | -21.93%+27.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,615 | $2,716+106.7% | $1,897+196.0% | $5,287+6.2% |
| Admin fee / account holder | $7,280 | $3,671+98.3% | $2,697+170.0% | $10,133-28.2% |