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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 | $74,931 | $52,306+43.3% | $69,779+7.4% | $62,881+19.2% |
| Participation rate | 42.6% | 67.2%-24.6pp | 71.8%-29.2pp | 69.3%-26.7pp |
| Annual return | 6.99% | 13.35%-6.4pp | 12.99%-6.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,533 | $2,395-36.0% | $2,931-47.7% | $3,203-52.1% |
| Admin fee / account holder | $9,079 | $3,691+146.0% | $4,381+107.2% | $4,296+111.3% |