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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 | $75,333 | $56,894+32.4% | $84,753-11.1% | $62,881+19.8% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.6%-33.7pp | 69.3%-26.4pp |
| Annual return | 7.17% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,872 | $2,709-30.9% | $3,712-49.6% | $3,203-41.6% |
| Admin fee / account holder | $751 | $3,581-79.0% | $5,333-85.9% | $4,296-82.5% |