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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 | $85,515-8.5% | $112,040-30.1% | $67,986+15.1% |
| Participation rate | 42.7% | 68.2%-25.5pp | 76.5%-33.8pp | 57.2%-14.5pp |
| Annual return | 18.00% | 29.68%-11.7pp | 24.52%-6.5pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,932 | $4,014-27.0% | $5,098-42.5% | $3,358-12.7% |
| Admin fee / account holder | $5,830 | $3,774+54.5% | $12,098-51.8% | $3,203+82.0% |