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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 | $86,717 | $56,894+52.4% | $84,753+2.3% | $62,881+37.9% |
| Participation rate | 40.9% | 68.5%-27.6pp | 76.6%-35.7pp | 69.3%-28.4pp |
| Annual return | 6.96% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,370 | $2,709-12.5% | $3,712-36.1% | $3,203-26.0% |
| Admin fee / account holder | $564 | $3,581-84.3% | $5,333-89.4% | $4,296-86.9% |