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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 | $109,065 | $72,492+50.5% | $87,104+25.2% | $72,975+49.5% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 21.97% | 24.46%-2.5pp | 28.19%-6.2pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,977 | $3,270-39.5% | $4,048-51.2% | $3,608-45.2% |
| Admin fee / account holder | $7,471 | $5,055+47.8% | $7,491-0.3% | $5,124+45.8% |