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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 | $78,644 | $93,064-15.5% | $74,577+5.5% | $273,972-71.3% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 6.83% | 26.18%-19.4pp | 20.47%-13.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,514 | $4,160-63.6% | $3,458-56.2% | $5,287-71.4% |
| Admin fee / account holder | $7,682 | $5,273+45.7% | $4,138+85.6% | $10,133-24.2% |