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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 | $81,493 | $55,713+46.3% | $75,901+7.4% | $72,975+11.7% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.3%-5.3pp | 69.5%-5.5pp |
| Annual return | 17.02% | 27.60%-10.6pp | 30.76%-13.7pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,039 | $2,634+91.3% | $3,603+39.8% | $3,608+39.7% |
| Admin fee / account holder | $16,544 | $3,980+315.6% | $5,420+205.2% | $5,124+222.9% |