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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 | $76,673 | $48,078+59.5% | $78,676-2.5% | $62,881+21.9% |
| Participation rate | 35.6% | 65.2%-29.6pp | 73.6%-38.0pp | 69.3%-33.7pp |
| Annual return | 5.76% | 31.36%-25.6pp | 62.19%-56.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,337 | $2,587-9.7% | $3,517-33.5% | $3,203-27.0% |
| Admin fee / account holder | $2,909 | $3,206-9.3% | $4,510-35.5% | $4,296-32.3% |