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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 | $78,276 | $79,867-2.0% | $120,344-35.0% | $64,340+21.7% |
| Participation rate | 42.7% | 63.0%-20.3pp | 76.7%-34.0pp | 55.2%-12.6pp |
| Annual return | 18.00% | 21.10%-3.1pp | 20.30%-2.3pp | 24.14%-6.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,932 | $3,593-18.4% | $5,135-42.9% | $2,980-1.6% |
| Admin fee / account holder | $5,830 | $5,039+15.7% | $12,742-54.2% | $3,703+57.4% |