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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 | $74,535+2.3% | $100,712-24.3% | $82,637-7.7% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.3%-44.3pp | 68.1%-43.1pp |
| Annual return | 15.46% | 18.92%-3.5pp | 33.27%-17.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,925 | $3,074-37.4% | $4,085-52.9% | $4,126-53.3% |
| Admin fee / account holder | $1,664 | $6,576-74.7% | $9,256-82.0% | $7,339-77.3% |