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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 | $76,404 | $48,364+58.0% | $71,796+6.4% | $62,881+21.5% |
| Participation rate | 59.2% | 60.6%-1.4pp | 69.1%-9.9pp | 69.3%-10.1pp |
| Annual return | 8.17% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,731 | $2,091+30.6% | $2,794-2.3% | $3,203-14.7% |
| Admin fee / account holder | $2,840 | $3,771-24.7% | $4,815-41.0% | $4,296-33.9% |