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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 | $72,701 | $70,475+3.2% | $100,530-27.7% | $79,858-9.0% |
| Participation rate | 35.3% | 73.7%-38.4pp | 79.4%-44.1pp | 69.6%-34.3pp |
| Annual return | 34.58% | 21.90%+12.7pp | 30.89%+3.7pp | 31.72%+2.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,706 | $5,181-9.2% | $6,271-24.9% | $3,740+25.8% |
| Admin fee / account holder | $9,030 | $4,478+101.6% | $8,083+11.7% | $5,306+70.2% |