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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 | $82,599 | $58,828+40.4% | $78,002+5.9% | $62,881+31.4% |
| Participation rate | 51.4% | 71.1%-19.6pp | 75.5%-24.1pp | 69.3%-17.9pp |
| Annual return | 7.87% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,790 | $2,686-33.3% | $3,497-48.8% | $3,203-44.1% |
| Admin fee / account holder | $7,191 | $4,393+63.7% | $5,481+31.2% | $4,296+67.4% |