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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 | $93,368 | $25,014+273.3% | $69,632+34.1% | $80,959+15.3% |
| Participation rate | 51.4% | 64.2%-12.8pp | 66.4%-15.0pp | 67.7%-16.2pp |
| Annual return | 17.07% | 19.08%-2.0pp | 101.32%-84.3pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,537 | $1,840+37.9% | $2,889-12.2% | $4,300-41.0% |
| Admin fee / account holder | $17,143 | $2,491+588.2% | $4,695+265.1% | $6,925+147.5% |