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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 | $79,073 | $80,992-2.4% | $96,534-18.1% | $75,173+5.2% |
| Participation rate | 40.0% | 71.8%-31.8pp | 76.0%-36.0pp | 67.2%-27.2pp |
| Annual return | 15.31% | 27.05%-11.7pp | 25.88%-10.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,274 | $3,929-16.7% | $4,851-32.5% | $4,126-20.7% |
| Admin fee / account holder | $19,414 | $6,717+189.0% | $8,253+135.2% | $5,651+243.6% |