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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 | $76,239 | $73,787+3.3% | $98,716-22.8% | $82,448-7.5% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.3%-44.3pp | 68.1%-43.1pp |
| Annual return | 15.46% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,925 | $3,081-37.5% | $4,048-52.4% | $4,139-53.5% |
| Admin fee / account holder | $1,664 | $6,500-74.4% | $8,703-80.9% | $7,234-77.0% |