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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 | $74,530 | $71,215+4.7% | $93,696-20.5% | $80,935-7.9% |
| Participation rate | 26.9% | 60.4%-33.5pp | 68.7%-41.8pp | 67.7%-40.7pp |
| Annual return | 13.18% | 11.27%+1.9pp | 133.74%-120.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,438 | $4,037-64.4% | $4,417-67.4% | $4,299-66.5% |
| Admin fee / account holder | $3,136 | $6,958-54.9% | $8,287-62.2% | $6,924-54.7% |