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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 | $85,730 | $95,404-10.1% | $113,397-24.4% | $82,637+3.7% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 13.84% | 19.08%-5.2pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,596 | $4,220-38.5% | $5,076-48.9% | $4,126-37.1% |
| Admin fee / account holder | $6,647 | $9,168-27.5% | $11,957-44.4% | $7,339-9.4% |