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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 | $81,859 | $54,541+50.1% | $78,778+3.9% | $70,126+16.7% |
| Participation rate | 41.2% | 60.8%-19.6pp | 69.2%-28.0pp | 69.5%-28.4pp |
| Annual return | 17.52% | 21.07%-3.6pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,512 | $2,210-31.6% | $2,958-48.9% | $3,332-54.6% |
| Admin fee / account holder | $4,102 | $3,709+10.6% | $5,134-20.1% | $4,645-11.7% |