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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 | $84,157 | $94,436-10.9% | $115,599-27.2% | $82,637+1.8% |
| Participation rate | 43.3% | 70.4%-27.1pp | 74.3%-30.9pp | 68.1%-24.7pp |
| Annual return | 17.43% | 18.37%-0.9pp | 111.10%-93.7pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,902 | $3,955-51.9% | $4,889-61.1% | $4,126-53.9% |
| Admin fee / account holder | $742 | $10,328-92.8% | $12,841-94.2% | $7,339-89.9% |