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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 | $79,223 | $65,376+21.2% | $87,102-9.0% | $65,185+21.5% |
| Participation rate | 59.5% | 75.3%-15.8pp | 76.9%-17.3pp | 70.2%-10.7pp |
| Annual return | 20.06% | 31.27%-11.2pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,182 | $3,388+112.0% | $4,048+77.4% | $3,514+104.4% |
| Admin fee / account holder | $2,138 | $520+311.4% | $7,491-71.5% | $847+152.4% |