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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 | $74,129 | $55,932+32.5% | $76,735-3.4% | $67,986+9.0% |
| Participation rate | 22.2% | 50.8%-28.6pp | 69.5%-47.3pp | 57.2%-35.0pp |
| Annual return | 14.42% | 23.10%-8.7pp | 29.77%-15.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,494 | $2,558-41.6% | $4,088-63.5% | $3,358-55.5% |
| Admin fee / account holder | $7,741 | $4,907+57.8% | $7,189+7.7% | $3,203+141.7% |