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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 | $93,916 | $72,492+29.6% | $87,102+7.8% | $72,983+28.7% |
| Participation rate | 30.2% | 72.8%-42.6pp | 76.9%-46.6pp | 69.5%-39.3pp |
| Annual return | 21.75% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,912 | $3,270-41.5% | $4,048-52.8% | $3,608-47.0% |
| Admin fee / account holder | $30,956 | $5,055+512.4% | $7,491+313.3% | $5,124+504.1% |