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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 | $79,272 | $86,949-8.8% | $102,460-22.6% | $80,959-2.1% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 11.36% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,052 | $4,121-50.2% | $5,056-59.4% | $4,300-52.3% |
| Admin fee / account holder | $5,293 | $8,048-34.2% | $9,460-44.1% | $6,925-23.6% |