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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 | $83,635 | $54,541+53.3% | $78,778+6.2% | $70,126+19.3% |
| Participation rate | 46.9% | 60.8%-13.9pp | 69.2%-22.3pp | 69.5%-22.7pp |
| Annual return | 16.56% | 21.07%-4.5pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,915 | $2,210+31.9% | $2,958-1.5% | $3,332-12.5% |
| Admin fee / account holder | $2,282 | $3,709-38.5% | $5,134-55.5% | $4,645-50.9% |