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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 | $72,868 | $60,349+20.7% | $74,184-1.8% | $62,881+15.9% |
| Participation rate | 61.5% | 72.7%-11.2pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 5.12% | 21.38%-16.3pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,319 | $2,856-18.8% | $3,550-34.7% | $3,203-27.6% |
| Admin fee / account holder | $584 | $4,261-86.3% | $5,586-89.5% | $4,296-86.4% |