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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 | $76,657 | $69,977+9.5% | $108,582-29.4% | $62,881+21.9% |
| Participation rate | 45.5% | 72.9%-27.4pp | 79.6%-34.1pp | 69.3%-23.9pp |
| Annual return | 7.93% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,016 | $3,165-36.3% | $4,311-53.2% | $3,203-37.0% |
| Admin fee / account holder | $1,790 | $5,076-64.7% | $7,645-76.6% | $4,296-58.3% |