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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 | $83,925 | $67,602+24.1% | $82,312+2.0% | $70,126+19.7% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 20.73% | 21.57%-0.8pp | 25.88%-5.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,521 | $2,987+151.8% | $3,706+102.9% | $3,332+125.7% |
| Admin fee / account holder | $2,653 | $4,512-41.2% | $5,608-52.7% | $4,645-42.9% |