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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 | $85,979 | $58,512+46.9% | $84,020+2.3% | $72,983+17.8% |
| Participation rate | 30.0% | 61.2%-31.2pp | 69.0%-39.0pp | 69.5%-39.5pp |
| Annual return | 19.59% | 28.93%-9.3pp | 71.31%-51.7pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,928 | $2,394-19.4% | $3,239-40.5% | $3,608-46.6% |
| Admin fee / account holder | $717 | $4,569-84.3% | $6,101-88.2% | $5,124-86.0% |