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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 | $92,667 | $76,551+21.1% | $123,894-25.2% | $62,881+47.4% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | 7.34% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,778 | $4,840-21.9% | $5,984-36.9% | $3,203+18.0% |
| Admin fee / account holder | $322 | $4,826-93.3% | $8,357-96.1% | $4,296-92.5% |