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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 | $74,373 | $54,541+36.4% | $78,778-5.6% | $70,126+6.1% |
| Participation rate | 26.3% | 60.8%-34.5pp | 69.2%-42.9pp | 69.5%-43.2pp |
| Annual return | 13.95% | 21.07%-7.1pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,997 | $2,210-9.6% | $2,958-32.5% | $3,332-40.0% |
| Admin fee / account holder | $9,449 | $3,709+154.8% | $5,134+84.1% | $4,645+103.4% |