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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 | $73,787+9.9% | $98,716-17.8% | $82,448-1.6% |
| Participation rate | 34.9% | 61.4%-26.5pp | 69.3%-34.4pp | 68.1%-33.2pp |
| Annual return | 15.83% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,272 | $3,081-58.7% | $4,048-68.6% | $4,139-69.3% |
| Admin fee / account holder | $441 | $6,500-93.2% | $8,703-94.9% | $7,234-93.9% |