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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 | $73,859 | $83,485-11.5% | $125,195-41.0% | $72,976+1.2% |
| Participation rate | 39.5% | 73.3%-33.8pp | 79.8%-40.2pp | 69.5%-30.0pp |
| Annual return | 29.55% | 25.77%+3.8pp | 43.79%-14.2pp | 81.02%-51.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,811 | $3,586-49.5% | $4,937-63.3% | $3,608-49.8% |
| Admin fee / account holder | $2,643 | $5,518-52.1% | $9,704-72.8% | $5,124-48.4% |