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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 | $71,298 | $69,541+2.5% | $59,899+19.0% | $135,380-47.3% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.7%-29.2pp | 82.6%-37.2pp |
| Annual return | 14.01% | 7.95%+6.1pp | 3.46%+10.6pp | 519.81%-505.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,478 | $4,206-64.9% | $3,402-56.6% | $5,609-73.7% |
| Admin fee / account holder | $3,912 | $5,737-31.8% | $3,592+8.9% | $10,828-63.9% |