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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 | $94,463 | $88,707+6.5% | $74,184+27.3% | $273,972-65.5% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.6%-13.5pp | 83.0%-19.9pp |
| Annual return | 2.93% | 11.94%-9.0pp | 17.74%-14.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,700 | $4,212+82.8% | $3,550+116.9% | $5,287+45.6% |
| Admin fee / account holder | $1,888 | $8,717-78.3% | $5,586-66.2% | $10,133-81.4% |