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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 | $78,796 | $71,197+10.7% | $93,669-15.9% | $80,925-2.6% |
| Participation rate | 43.8% | 60.4%-16.6pp | 68.7%-25.0pp | 67.7%-23.9pp |
| Annual return | 16.36% | 11.27%+5.1pp | 133.59%-117.2pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,660 | $4,036-58.9% | $4,416-62.4% | $4,299-61.4% |
| Admin fee / account holder | $7,633 | $6,959+9.7% | $8,291-7.9% | $6,940+10.0% |