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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 | $92,421 | $58,523+57.9% | $99,470-7.1% | $72,983+26.6% |
| Participation rate | 42.4% | 64.6%-22.2pp | 73.8%-31.4pp | 69.5%-27.1pp |
| Annual return | 22.05% | 28.51%-6.5pp | 30.72%-8.7pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,833 | $2,606+8.7% | $3,619-21.7% | $3,608-21.5% |
| Admin fee / account holder | $3,911 | $4,102-4.6% | $6,252-37.4% | $5,124-23.7% |