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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 | $87,782 | $86,940+1.0% | $102,434-14.3% | $80,935+8.5% |
| Participation rate | 30.6% | 72.4%-41.7pp | 76.5%-45.9pp | 67.7%-37.0pp |
| Annual return | 13.59% | 18.89%-5.3pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,473 | $4,121-40.0% | $5,055-51.1% | $4,299-42.5% |
| Admin fee / account holder | $4,701 | $8,047-41.6% | $9,462-50.3% | $6,924-32.1% |