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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 | $87,669 | $58,493+49.9% | $84,021+4.3% | $72,975+20.1% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 21.20% | 28.93%-7.7pp | 71.32%-50.1pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,813 | $2,394-24.3% | $3,239-44.0% | $3,608-49.7% |
| Admin fee / account holder | $1,936 | $4,569-57.6% | $6,102-68.3% | $5,124-62.2% |