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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 | $85,226 | $78,027+9.2% | $178,528-52.3% | $80,925+5.3% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.6pp | 67.7%-29.2pp |
| Annual return | 16.34% | 18.09%-1.8pp | 27.11%-10.8pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,381 | $4,408+158.2% | $6,278+81.3% | $4,299+164.8% |
| Admin fee / account holder | $3,765 | $7,168-47.5% | $10,419-63.9% | $6,940-45.8% |