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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 | $78,249 | $56,894+37.5% | $84,753-7.7% | $62,881+24.4% |
| Participation rate | 28.3% | 68.5%-40.2pp | 76.6%-48.3pp | 69.3%-41.0pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,243 | $2,709-54.1% | $3,712-66.5% | $3,203-61.2% |
| Admin fee / account holder | $3,239 | $3,581-9.6% | $5,333-39.3% | $4,296-24.6% |