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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 | $79,919 | $54,541+46.5% | $78,778+1.4% | $70,126+14.0% |
| Participation rate | 57.9% | 60.8%-2.9pp | 69.2%-11.3pp | 69.5%-11.6pp |
| Annual return | 15.66% | 21.07%-5.4pp | 35.62%-20.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,365 | $2,210+7.0% | $2,958-20.0% | $3,332-29.0% |
| Admin fee / account holder | $628 | $3,709-83.1% | $5,134-87.8% | $4,645-86.5% |