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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 | $67,894+29.3% | $89,340-1.8% | $82,448+6.4% |
| Participation rate | 54.3% | 64.0%-9.8pp | 69.6%-15.3pp | 68.1%-13.8pp |
| Annual return | 15.26% | 19.21%-3.9pp | 20.57%-5.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,728 | $3,072-43.8% | $3,823-54.8% | $4,139-58.3% |
| Admin fee / account holder | $10,168 | $5,723+77.7% | $6,704+51.7% | $7,234+40.6% |