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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 | $77,574+4.6% | $108,753-25.4% | $86,983-6.8% |
| Participation rate | 34.9% | 62.3%-27.4pp | 71.1%-36.2pp | 69.5%-34.7pp |
| Annual return | 15.83% | 18.42%-2.6pp | 37.47%-21.6pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,272 | $3,128-59.3% | $4,115-69.1% | $4,194-69.7% |
| Admin fee / account holder | $441 | $6,529-93.2% | $10,320-95.7% | $7,856-94.4% |