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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 | $89,521 | $63,764+40.4% | $81,926+9.3% | $79,858+12.1% |
| Participation rate | 40.7% | 67.5%-26.8pp | 72.0%-31.3pp | 69.6%-28.9pp |
| Annual return | 15.81% | 22.66%-6.8pp | 29.49%-13.7pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,450 | $2,780-11.9% | $7,108-65.5% | $3,740-34.5% |
| Admin fee / account holder | $2,174 | $4,426-50.9% | $5,159-57.9% | $5,306-59.0% |