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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 | $72,076 | $71,230+1.2% | $93,727-23.1% | $80,959-11.0% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.7%-43.7pp |
| Annual return | 14.96% | 11.26%+3.7pp | 133.83%-118.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,792 | $4,037-55.6% | $4,417-59.4% | $4,300-58.3% |
| Admin fee / account holder | $950 | $6,961-86.3% | $8,292-88.5% | $6,925-86.3% |