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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 | $99,190 | $67,411+47.1% | $91,004+9.0% | $70,126+41.4% |
| Participation rate | 54.3% | 71.4%-17.1pp | 75.6%-21.3pp | 69.5%-15.3pp |
| Annual return | 13.37% | -40.16%+53.5pp | 4.60%+8.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,058 | $2,823-27.1% | $3,548-42.0% | $3,332-38.2% |
| Admin fee / account holder | $1,401 | $4,236-66.9% | $5,417-74.1% | $4,645-69.8% |