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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 | $103,168 | $67,602+52.6% | $82,312+25.3% | $70,126+47.1% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 13.11% | 21.57%-8.5pp | 25.88%-12.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,576 | $2,987-13.8% | $3,706-30.5% | $3,332-22.7% |
| Admin fee / account holder | $20,366 | $4,512+351.4% | $5,608+263.2% | $4,645+338.4% |