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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 | $71,319 | $54,541+30.8% | $78,778-9.5% | $70,126+1.7% |
| Participation rate | 54.8% | 60.8%-6.0pp | 69.2%-14.4pp | 69.5%-14.8pp |
| Annual return | 14.11% | 21.07%-7.0pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,584 | $2,210+16.9% | $2,958-12.6% | $3,332-22.4% |
| Admin fee / account holder | $4,338 | $3,709+17.0% | $5,134-15.5% | $4,645-6.6% |