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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 | $84,871 | $62,583+35.6% | $76,767+10.6% | $64,173+32.3% |
| Participation rate | 58.3% | 72.8%-14.5pp | 77.0%-18.6pp | 69.6%-11.2pp |
| Annual return | 15.31% | -1.95%+17.3pp | 2.43%+12.9pp | 7.63%+7.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,105 | $3,145-33.1% | $3,852-45.3% | $3,470-39.3% |
| Admin fee / account holder | $9,063 | $4,667+94.2% | $6,675+35.8% | $4,887+85.4% |