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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 | $79,812 | $78,015+2.3% | $178,505-55.3% | $80,959-1.4% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 13.81% | 18.10%-4.3pp | 27.16%-13.3pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,114 | $4,406-52.0% | $6,280-66.3% | $4,300-50.8% |
| Admin fee / account holder | $1,419 | $7,160-80.2% | $10,428-86.4% | $6,925-79.5% |