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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 | $85,019 | $95,453-10.9% | $112,040-24.1% | $82,448+3.1% |
| Participation rate | 42.7% | 72.8%-30.0pp | 76.5%-33.8pp | 68.1%-25.4pp |
| Annual return | 19.63% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,055 | $4,224-51.3% | $5,098-59.7% | $4,139-50.4% |
| Admin fee / account holder | $7,816 | $9,013-13.3% | $12,098-35.4% | $7,234+8.0% |