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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 | $77,793 | $65,034+19.6% | $90,970-14.5% | $79,856-2.6% |
| Participation rate | 52.0% | 61.6%-9.6pp | 69.0%-17.0pp | 69.6%-17.6pp |
| Annual return | 10.56% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,394 | $2,512-44.5% | $3,373-58.7% | $3,741-62.7% |
| Admin fee / account holder | $1,059 | $4,536-76.7% | $5,961-82.2% | $5,306-80.1% |