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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 | $73,706 | $71,208+3.5% | $93,681-21.3% | $80,911-8.9% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.6%-21.2pp |
| Annual return | 21.56% | 11.27%+10.3pp | 133.47%-111.9pp | 35.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,310 | $4,035-18.0% | $4,415-25.0% | $4,297-23.0% |
| Admin fee / account holder | $6,447 | $6,951-7.2% | $8,290-22.2% | $6,935-7.0% |