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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 | $103,525 | $72,492+42.8% | $87,104+18.9% | $72,975+41.9% |
| Participation rate | 54.0% | 72.8%-18.8pp | 76.9%-22.9pp | 69.5%-15.5pp |
| Annual return | 24.30% | 24.46%-0.2pp | 28.19%-3.9pp | 81.01%-56.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,949 | $3,270-40.4% | $4,048-51.9% | $3,608-46.0% |
| Admin fee / account holder | $897 | $5,055-82.2% | $7,491-88.0% | $5,124-82.5% |