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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 | $72,128 | $61,660+17.0% | $80,022-9.9% | $64,173+12.4% |
| Participation rate | 22.2% | 71.7%-49.5pp | 75.8%-53.6pp | 69.6%-47.3pp |
| Annual return | -6.60% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,363 | $2,968-54.1% | $3,686-63.0% | $3,470-60.7% |
| Admin fee / account holder | $3,326 | $5,417-38.6% | $6,521-49.0% | $4,887-31.9% |