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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 | $97,332 | $79,867+21.9% | $120,344-19.1% | $64,340+51.3% |
| Participation rate | 47.2% | 63.0%-15.8pp | 76.7%-29.5pp | 55.2%-8.1pp |
| Annual return | 15.27% | 21.10%-5.8pp | 20.30%-5.0pp | 24.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,027 | $3,593-43.6% | $5,135-60.5% | $2,980-32.0% |
| Admin fee / account holder | $7,656 | $5,039+51.9% | $12,742-39.9% | $3,703+106.8% |