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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 | $82,284 | $56,894+44.6% | $84,753-2.9% | $62,881+30.9% |
| Participation rate | 56.0% | 68.5%-12.5pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 4.96% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,093 | $2,709-22.7% | $3,712-43.6% | $3,203-34.6% |
| Admin fee / account holder | $4,773 | $3,581+33.3% | $5,333-10.5% | $4,296+11.1% |