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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 | $76,428 | $73,978+3.3% | $96,515-20.8% | $75,173+1.7% |
| Participation rate | 51.2% | 66.4%-15.2pp | 74.3%-23.2pp | 67.2%-16.0pp |
| Annual return | 16.85% | 26.72%-9.9pp | 35.73%-18.9pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,761 | $3,660-24.6% | $4,880-43.4% | $4,126-33.1% |
| Admin fee / account holder | $8,957 | $5,219+71.6% | $6,735+33.0% | $5,651+58.5% |