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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 | $92,480 | $58,523+58.0% | $99,479-7.0% | $72,976+26.7% |
| Participation rate | 57.1% | 64.6%-7.5pp | 73.8%-16.7pp | 69.5%-12.3pp |
| Annual return | 20.96% | 28.51%-7.6pp | 30.72%-9.8pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,723 | $2,606+4.5% | $3,619-24.8% | $3,608-24.5% |
| Admin fee / account holder | $4,531 | $4,102+10.5% | $6,253-27.5% | $5,124-11.6% |