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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 | $73,204 | $57,057+28.3% | $85,009-13.9% | $80,874-9.5% |
| Participation rate | 44.4% | 56.4%-11.9pp | 67.5%-23.1pp | 67.6%-23.2pp |
| Annual return | 12.28% | 21.66%-9.4pp | 66.47%-54.2pp | 35.62%-23.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,752 | $3,112+84.9% | $4,522+27.2% | $4,297+33.9% |
| Admin fee / account holder | $12,023 | $4,986+141.1% | $6,153+95.4% | $6,935+73.4% |