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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 | $82,453 | $90,486-8.9% | $78,676+4.8% | $273,972-69.9% |
| Participation rate | 47.6% | 76.5%-28.9pp | 73.6%-25.9pp | 83.0%-35.4pp |
| Annual return | 3.11% | 75.62%-72.5pp | 62.19%-59.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,425 | $3,901-37.9% | $3,517-31.1% | $5,287-54.1% |
| Admin fee / account holder | $2,657 | $5,263-49.5% | $4,510-41.1% | $10,133-73.8% |