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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 | $83,626 | $60,349+38.6% | $74,184+12.7% | $62,881+33.0% |
| Participation rate | 38.8% | 72.7%-34.0pp | 76.6%-37.8pp | 69.3%-30.5pp |
| Annual return | 6.76% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,348 | $2,856-17.8% | $3,550-33.9% | $3,203-26.7% |
| Admin fee / account holder | $31,859 | $4,261+647.7% | $5,586+470.4% | $4,296+641.7% |