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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 | $92,879 | $93,598-0.8% | $135,974-31.7% | $75,173+23.6% |
| Participation rate | 27.8% | 75.2%-47.4pp | 81.9%-54.1pp | 67.2%-39.4pp |
| Annual return | 30.25% | 30.89%-0.6pp | 68.30%-38.1pp | 160.72%-130.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,075 | $6,405-52.0% | $7,760-60.4% | $4,126-25.5% |
| Admin fee / account holder | $1,388 | $6,978-80.1% | $10,767-87.1% | $5,651-75.4% |