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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 | $78,203 | $37,428+108.9% | $77,498+0.9% | $79,860-2.1% |
| Participation rate | 32.1% | 41.5%-9.5pp | 54.2%-22.1pp | 69.6%-37.6pp |
| Annual return | 14.64% | 39.71%-25.1pp | 54.79%-40.2pp | 31.72%-17.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,937 | $1,260+53.7% | $1,861+4.0% | $3,740-48.2% |
| Admin fee / account holder | $2,385 | $2,505-4.8% | $2,858-16.6% | $5,306-55.1% |