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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 | $82,065 | $63,314+29.6% | $91,004-9.8% | $62,293+31.7% |
| Participation rate | 38.1% | 73.3%-35.2pp | 75.6%-37.5pp | 69.5%-31.4pp |
| Annual return | 14.97% | 21.00%-6.0pp | 4.60%+10.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,266 | $2,944-23.0% | $3,548-36.1% | $3,169-28.5% |
| Admin fee / account holder | $11,915 | $468+2448.2% | $5,417+119.9% | $479+2385.7% |