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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 | $79,842 | $58,493+36.5% | $84,021-5.0% | $72,975+9.4% |
| Participation rate | 26.0% | 61.2%-35.2pp | 69.0%-43.0pp | 69.5%-43.5pp |
| Annual return | 18.98% | 28.93%-9.9pp | 71.32%-52.3pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,142 | $2,394-10.5% | $3,239-33.9% | $3,608-40.6% |
| Admin fee / account holder | $11,281 | $4,569+146.9% | $6,102+84.9% | $5,124+120.2% |