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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 | $75,429 | $54,541+38.3% | $78,778-4.3% | $70,126+7.6% |
| Participation rate | 45.5% | 60.8%-15.3pp | 69.2%-23.7pp | 69.5%-24.1pp |
| Annual return | 14.85% | 21.07%-6.2pp | 35.62%-20.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,161 | $2,210+43.0% | $2,958+6.8% | $3,332-5.1% |
| Admin fee / account holder | $4,999 | $3,709+34.8% | $5,134-2.6% | $4,645+7.6% |