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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 | $82,031 | $93,617-12.4% | $135,982-39.7% | $75,177+9.1% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 67.2%-31.2pp |
| Annual return | 17.66% | 30.89%-13.2pp | 68.32%-50.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,572 | $6,406-59.9% | $7,760-66.9% | $4,126-37.7% |
| Admin fee / account holder | $2,990 | $6,980-57.2% | $10,767-72.2% | $5,651-47.1% |