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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 | $80,080 | $56,054+42.9% | $171,082-53.2% | $62,881+27.4% |
| Participation rate | 48.0% | 62.9%-14.9pp | 76.7%-28.7pp | 69.3%-21.3pp |
| Annual return | 20.54% | 22.52%-2.0pp | 32.56%-12.0pp | 20.14%+0.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,460 | $3,158+72.9% | $4,797+13.8% | $3,203+70.5% |
| Admin fee / account holder | $973 | $3,647-73.3% | $8,520-88.6% | $4,296-77.4% |