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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 | $65,419 | $56,894+15.0% | $84,753-22.8% | $62,881+4.0% |
| Participation rate | 55.6% | 68.5%-13.0pp | 76.6%-21.0pp | 69.3%-13.7pp |
| Annual return | 7.51% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,186 | $2,709-19.3% | $3,712-41.1% | $3,203-31.7% |
| Admin fee / account holder | $17,556 | $3,581+390.3% | $5,333+229.2% | $4,296+308.7% |