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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 | $79,783 | $37,156+114.7% | $83,854-4.9% | $86,983-8.3% |
| Participation rate | 41.0% | 49.1%-8.0pp | 59.1%-18.1pp | 69.5%-28.5pp |
| Annual return | 16.72% | 29.88%-13.2pp | 31.39%-14.7pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,638 | $1,418+86.0% | $2,035+29.6% | $4,194-37.1% |
| Admin fee / account holder | $1,684 | $2,510-32.9% | $3,197-47.3% | $7,856-78.6% |