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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 | $78,523 | $52,279+50.2% | $89,414-12.2% | $79,852-1.7% |
| Participation rate | 57.8% | 57.5%+0.2pp | 68.0%-10.2pp | 69.6%-11.9pp |
| Annual return | 15.17% | 22.16%-7.0pp | 245.50%-230.3pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,376 | $2,740-13.3% | $3,890-38.9% | $3,740-36.5% |
| Admin fee / account holder | $2,061 | $3,356-38.6% | $4,883-57.8% | $5,306-61.2% |