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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 | $76,673 | $72,492+5.8% | $87,104-12.0% | $72,975+5.1% |
| Participation rate | 45.3% | 72.8%-27.5pp | 76.9%-31.6pp | 69.5%-24.2pp |
| Annual return | 21.39% | 24.46%-3.1pp | 28.19%-6.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,762 | $3,270-46.1% | $4,048-56.5% | $3,608-51.2% |
| Admin fee / account holder | $7,304 | $5,055+44.5% | $7,491-2.5% | $5,124+42.5% |