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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 | $80,658 | $60,349+33.7% | $74,184+8.7% | $62,881+28.3% |
| Participation rate | 48.4% | 72.7%-24.3pp | 76.6%-28.2pp | 69.3%-20.9pp |
| Annual return | 9.14% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,898 | $2,856+1.5% | $3,550-18.4% | $3,203-9.5% |
| Admin fee / account holder | $324 | $4,261-92.4% | $5,586-94.2% | $4,296-92.5% |