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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 | $83,995 | $54,541+54.0% | $78,778+6.6% | $70,126+19.8% |
| Participation rate | 39.3% | 60.8%-21.5pp | 69.2%-29.9pp | 69.5%-30.3pp |
| Annual return | 17.67% | 21.07%-3.4pp | 35.62%-18.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,322 | $2,210+5.1% | $2,958-21.5% | $3,332-30.3% |
| Admin fee / account holder | $5,229 | $3,709+41.0% | $5,134+1.8% | $4,645+12.6% |