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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 | $84,400 | $80,992+4.2% | $96,534-12.6% | $75,173+12.3% |
| Participation rate | 42.9% | 71.8%-28.9pp | 76.0%-33.1pp | 67.2%-24.3pp |
| Annual return | 14.29% | 27.05%-12.8pp | 25.88%-11.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,479 | $3,929-11.5% | $4,851-28.3% | $4,126-15.7% |
| Admin fee / account holder | $7,679 | $6,717+14.3% | $8,253-7.0% | $5,651+35.9% |