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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 | $93,234 | $69,977+33.2% | $108,582-14.1% | $62,881+48.3% |
| Participation rate | 52.5% | 72.9%-20.4pp | 79.6%-27.1pp | 69.3%-16.8pp |
| Annual return | 7.75% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,375 | $3,165+38.2% | $4,311+1.5% | $3,203+36.6% |
| Admin fee / account holder | $8,967 | $5,076+76.6% | $7,645+17.3% | $4,296+108.7% |