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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 | $96,028 | $83,485+15.0% | $125,195-23.3% | $72,976+31.6% |
| Participation rate | 53.7% | 73.3%-19.6pp | 79.8%-26.1pp | 69.5%-15.8pp |
| Annual return | 21.82% | 25.77%-4.0pp | 43.79%-22.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,822 | $3,586-21.3% | $4,937-42.8% | $3,608-21.8% |
| Admin fee / account holder | $2,532 | $5,518-54.1% | $9,704-73.9% | $5,124-50.6% |