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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 | $82,618 | $73,787+12.0% | $98,716-16.3% | $82,448+0.2% |
| Participation rate | 51.8% | 61.4%-9.6pp | 69.3%-17.5pp | 68.1%-16.3pp |
| Annual return | 20.27% | 18.57%+1.7pp | 31.81%-11.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,660 | $3,081+18.8% | $4,048-9.6% | $4,139-11.6% |
| Admin fee / account holder | $55,049 | $6,500+746.9% | $8,703+532.5% | $7,234+660.9% |