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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 | $101,544 | $62,586+62.2% | $76,766+32.3% | $64,181+58.2% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | 11.12% | -1.95%+13.1pp | 2.43%+8.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,111 | $3,145-32.9% | $3,851-45.2% | $3,470-39.1% |
| Admin fee / account holder | $3,375 | $4,667-27.7% | $6,675-49.4% | $4,887-30.9% |