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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 | $71,457 | $72,486-1.4% | $87,103-18.0% | $72,976-2.1% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 18.48% | 24.46%-6.0pp | 28.19%-9.7pp | 81.02%-62.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,049 | $3,270-37.3% | $4,049-49.4% | $3,608-43.2% |
| Admin fee / account holder | $14,954 | $5,055+195.9% | $7,491+99.6% | $5,124+191.8% |