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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 | $72,973 | $91,760-20.5% | $156,181-53.3% | $67,986+7.3% |
| Participation rate | 54.2% | 65.0%-10.8pp | 78.8%-24.6pp | 57.2%-3.0pp |
| Annual return | 15.14% | 18.14%-3.0pp | 64.87%-49.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,795 | $3,960-4.2% | $6,132-38.1% | $3,358+13.0% |
| Admin fee / account holder | $7,517 | $3,949+90.4% | $14,586-48.5% | $3,203+134.7% |