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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 | $82,436 | $56,287+46.5% | $80,977+1.8% | $62,881+31.1% |
| Participation rate | 62.5% | 68.9%-6.4pp | 75.8%-13.3pp | 69.3%-6.8pp |
| Annual return | 7.43% | 22.13%-14.7pp | 17.11%-9.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,550 | $4,196+103.8% | $5,696+50.1% | $3,203+166.9% |
| Admin fee / account holder | $5,452 | $3,742+45.7% | $5,517-1.2% | $4,296+26.9% |