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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 | $88,583 | $76,371+16.0% | $93,621-5.4% | $72,975+21.4% |
| Participation rate | 38.7% | 71.8%-33.0pp | 75.8%-37.1pp | 69.5%-30.8pp |
| Annual return | 23.59% | 25.82%-2.2pp | 32.76%-9.2pp | 81.01%-57.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,612 | $3,538-54.5% | $4,070-60.4% | $3,608-55.3% |
| Admin fee / account holder | $360 | $6,839-94.7% | $7,890-95.4% | $5,124-93.0% |