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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 | $75,326 | $71,197+5.8% | $93,669-19.6% | $80,925-6.9% |
| Participation rate | 45.6% | 60.4%-14.8pp | 68.7%-23.2pp | 67.7%-22.1pp |
| Annual return | 11.49% | 11.27%+0.2pp | 133.59%-122.1pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,775 | $4,036-31.2% | $4,416-37.1% | $4,299-35.4% |
| Admin fee / account holder | $3,854 | $6,959-44.6% | $8,291-53.5% | $6,940-44.5% |