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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 | $75,180 | $70,430+6.7% | $96,572-22.2% | $85,851-12.4% |
| Participation rate | 47.8% | 61.8%-14.0pp | 69.8%-22.0pp | 69.3%-21.5pp |
| Annual return | 11.36% | 18.58%-7.2pp | 37.79%-26.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,472 | $2,894+54.5% | $3,850+16.2% | $3,952+13.2% |
| Admin fee / account holder | $3,432 | $4,996-31.3% | $6,183-44.5% | $6,261-45.2% |