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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 | $100,430 | $67,411+49.0% | $91,004+10.4% | $70,126+43.2% |
| Participation rate | 52.7% | 71.4%-18.7pp | 75.6%-22.9pp | 69.5%-16.8pp |
| Annual return | 19.29% | -40.16%+59.5pp | 4.60%+14.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,505 | $2,823-46.7% | $3,548-57.6% | $3,332-54.8% |
| Admin fee / account holder | $666 | $4,236-84.3% | $5,417-87.7% | $4,645-85.7% |