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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 | $77,654 | $69,977+11.0% | $108,582-28.5% | $62,881+23.5% |
| Participation rate | 56.5% | 72.9%-16.4pp | 79.6%-23.1pp | 69.3%-12.9pp |
| Annual return | 7.94% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,167 | $3,165-31.5% | $4,311-49.7% | $3,203-32.3% |
| Admin fee / account holder | $4,541 | $5,076-10.5% | $7,645-40.6% | $4,296+5.7% |