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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 | $87,662 | $81,504+7.6% | $102,437-14.4% | $80,959+8.3% |
| Participation rate | 37.3% | 66.9%-29.6pp | 74.5%-37.2pp | 67.7%-30.4pp |
| Annual return | 16.10% | 25.60%-9.5pp | 24.95%-8.9pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,067 | $3,871-46.6% | $5,060-59.2% | $4,300-51.9% |
| Admin fee / account holder | $2,220 | $6,719-67.0% | $8,388-73.5% | $6,925-67.9% |