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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 | $71,983 | $75,807-5.0% | $116,096-38.0% | $86,983-17.2% |
| Participation rate | 45.2% | 66.9%-21.6pp | 73.3%-28.1pp | 69.5%-24.3pp |
| Annual return | 14.14% | 18.57%-4.4pp | 326.25%-312.1pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,312 | $3,212+3.1% | $3,952-16.2% | $4,194-21.0% |
| Admin fee / account holder | $6,242 | $6,659-6.3% | $7,704-19.0% | $7,856-20.5% |