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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 | $87,756 | $72,607+20.9% | $90,259-2.8% | $87,485+0.3% |
| Participation rate | 54.3% | 64.8%-10.5pp | 70.7%-16.5pp | 68.9%-14.6pp |
| Annual return | 15.26% | 18.59%-3.3pp | 18.88%-3.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,728 | $3,055-43.4% | $3,827-54.9% | $4,274-59.6% |
| Admin fee / account holder | $10,168 | $5,947+71.0% | $7,267+39.9% | $7,775+30.8% |