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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 | $71,197+3.5% | $93,669-21.3% | $80,925-8.9% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.7%-21.2pp |
| Annual return | 21.56% | 11.27%+10.3pp | 133.59%-112.0pp | 35.65%-14.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,310 | $4,036-18.0% | $4,416-25.0% | $4,299-23.0% |
| Admin fee / account holder | $6,447 | $6,959-7.4% | $8,291-22.2% | $6,940-7.1% |