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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 | $83,551 | $69,977+19.4% | $108,582-23.1% | $62,881+32.9% |
| Participation rate | 42.9% | 72.9%-30.0pp | 79.6%-36.7pp | 69.3%-26.4pp |
| Annual return | 7.54% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,299 | $3,165-27.4% | $4,311-46.7% | $3,203-28.2% |
| Admin fee / account holder | $1,110 | $5,076-78.1% | $7,645-85.5% | $4,296-74.2% |