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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 | $83,625 | $80,992+3.3% | $96,534-13.4% | $75,173+11.2% |
| Participation rate | 47.2% | 71.8%-24.6pp | 76.0%-28.8pp | 67.2%-20.0pp |
| Annual return | 15.88% | 27.05%-11.2pp | 25.88%-10.0pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,467 | $3,929-11.8% | $4,851-28.5% | $4,126-16.0% |
| Admin fee / account holder | $1,994 | $6,717-70.3% | $8,253-75.8% | $5,651-64.7% |