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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 | $87,425 | $77,574+12.7% | $108,753-19.6% | $86,983+0.5% |
| Participation rate | 52.1% | 62.3%-10.2pp | 71.1%-19.0pp | 69.5%-17.5pp |
| Annual return | 12.75% | 18.42%-5.7pp | 37.47%-24.7pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,933 | $3,128+25.7% | $4,115-4.4% | $4,194-6.2% |
| Admin fee / account holder | $22,988 | $6,529+252.1% | $10,320+122.8% | $7,856+192.6% |