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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 | $82,992 | $58,512+41.8% | $84,020-1.2% | $72,983+13.7% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 19.31% | 28.93%-9.6pp | 71.31%-52.0pp | 81.01%-61.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,486 | $2,394-37.9% | $3,239-54.1% | $3,608-58.8% |
| Admin fee / account holder | $7,651 | $4,569+67.5% | $6,101+25.4% | $5,124+49.3% |