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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 | $75,433 | $56,054+34.6% | $171,082-55.9% | $62,881+20.0% |
| Participation rate | 58.1% | 62.9%-4.7pp | 76.7%-18.6pp | 69.3%-11.2pp |
| Annual return | 5.88% | 22.52%-16.6pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,673 | $3,158+143.0% | $4,797+59.9% | $3,203+139.5% |
| Admin fee / account holder | $2,176 | $3,647-40.3% | $8,520-74.5% | $4,296-49.4% |