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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 | $91,633 | $55,684+64.6% | $75,900+20.7% | $72,976+25.6% |
| Participation rate | 56.1% | 61.1%-5.1pp | 69.3%-13.2pp | 69.5%-13.4pp |
| Annual return | 20.88% | 27.60%-6.7pp | 30.73%-9.8pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,722 | $2,634+3.3% | $3,604-24.5% | $3,608-24.6% |
| Admin fee / account holder | $638 | $3,981-84.0% | $5,421-88.2% | $5,124-87.5% |