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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 | $83,469 | $57,061+46.3% | $85,063-1.9% | $80,911+3.2% |
| Participation rate | 51.6% | 56.3%-4.7pp | 67.5%-15.9pp | 67.6%-16.0pp |
| Annual return | 12.09% | 21.66%-9.6pp | 66.54%-54.4pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,631 | $3,110-15.4% | $4,523-41.8% | $4,297-38.8% |
| Admin fee / account holder | $8,551 | $4,986+71.5% | $6,155+38.9% | $6,935+23.3% |