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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 | $72,828 | $72,027+1.1% | $185,861-60.8% | $79,856-8.8% |
| Participation rate | 46.0% | 65.8%-19.8pp | 78.0%-32.0pp | 69.6%-23.6pp |
| Annual return | 13.30% | 23.13%-9.8pp | 35.96%-22.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,123 | $3,780-43.8% | $5,634-62.3% | $3,741-43.2% |
| Admin fee / account holder | $1,892 | $4,513-58.1% | $9,503-80.1% | $5,306-64.3% |