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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 | $95,467 | $73,638+29.6% | $95,960-0.5% | $73,493+29.9% |
| Participation rate | 64.0% | 76.2%-12.2pp | 77.1%-13.1pp | 70.7%-6.7pp |
| Annual return | 18.75% | 16.78%+2.0pp | 91.63%-72.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,473 | $3,617-31.6% | $4,167-40.6% | $3,740-33.9% |
| Admin fee / account holder | $712 | $482+47.7% | $6,797-89.5% | $513+38.8% |