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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 | $81,112 | $76,834+5.6% | $108,359-25.1% | $87,485-7.3% |
| Participation rate | 34.9% | 61.7%-26.8pp | 70.1%-35.2pp | 68.9%-34.0pp |
| Annual return | 15.83% | 19.09%-3.3pp | 36.89%-21.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,272 | $3,100-59.0% | $4,137-69.2% | $4,274-70.2% |
| Admin fee / account holder | $441 | $6,537-93.3% | $9,741-95.5% | $7,775-94.3% |