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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 | $83,291 | $72,492+14.9% | $87,104-4.4% | $72,975+14.1% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | 17.48% | 24.46%-7.0pp | 28.19%-10.7pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,317 | $3,270-29.1% | $4,048-42.8% | $3,608-35.8% |
| Admin fee / account holder | $4,799 | $5,055-5.1% | $7,491-35.9% | $5,124-6.3% |